LW
LO

Linscomb Wealth’s LORILLARD INC COM STK LO Stock Holding History

Linscomb Wealth’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
-34,249
Closed -$2.24M – 276
2015
Q1 		$2.24M Buy
34,249
+1,177
+4% +$78.4K 0.24% 71
2014
Q4 		$2.08M Buy
33,072
+498
+2% +$30.8K 0.23% 78
2014
Q3 		$1.95M Buy
32,574
+79
+0.2% +$4.79K 0.22% 76
2014
Q2 		$1.98M Buy
32,495
+1,270
+4% +$73.8K 0.21% 80
2014
Q1 		$1.69M Buy
31,225
+3,873
+14% +$195K 0.19% 79
2013
Q4 		$1.39M Buy
27,352
+6,843
+33% +$341K 0.17% 80
2013
Q3 		$918K Buy
20,509
+1,179
+6% +$51.9K 0.12% 98
2013
Q2 		$844K Buy
+19,330
New +$827K 0.12% 100

Other funds holding LO

HW
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

Linscomb Wealth's LO Position: Q2 2015 in Review

Linscomb Wealth sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 34,249 shares — an estimated $2.24M sold.

Linscomb Wealth first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $2.24M in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Linscomb Wealth reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Linscomb Wealth sold 34,249 LORILLARD INC COM STK shares in Q2 2015, an estimated $2.24M.
  • Linscomb Wealth first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • Linscomb Wealth's LORILLARD INC COM STK position peaked at $2.24M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Linscomb Wealth's 13F filing for Q2 2015, filed 5 Aug 2015.