LifePlan Financial Group’s LORILLARD INC COM STK LO Stock Holding History

LifePlan Financial Group’s Portfolio LO Stock Details LO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-3,830	Closed	-$250K	–	103
2015 Q1	$250K	Buy	3,830 +586	+18%	+$39K	0.17%	65
2014 Q4	$204K	Buy	+3,244	New	+$201K	0.14%	79
2014 Q2	–	Sell	-1,259	Closed	-$68K	–	266
2014 Q1	$68K	Hold	1,259	–	–	0.05%	103
2013 Q4	$64K	Buy	+1,259	New	+$62.7K	0.04%	103

Other funds holding LO

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

LifePlan Financial Group's LO Position: Q2 2015 in Review

LifePlan Financial Group sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 3,830 shares — an estimated $250K sold.

LifePlan Financial Group first reported a position in LO in Q4 2013 and held it in 4 quarters. The position peaked at $250K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

LifePlan Financial Group reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
LifePlan Financial Group sold 3,830 LORILLARD INC COM STK shares in Q2 2015, an estimated $250K.
LifePlan Financial Group first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 4 quarters.
LifePlan Financial Group's LORILLARD INC COM STK position peaked at $250K in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on LifePlan Financial Group's 13F filing for Q2 2015, filed 18 Aug 2015.