LWCFA
LO

Loring Wolcott & Coolidge Fiduciary Advisors’s LORILLARD INC COM STK LO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-2,100
Closed -$137K – 643
2015
Q1 		$137K Hold
2,100
– – ﹤0.01% 333
2014
Q4 		$132K Hold
2,100
– – ﹤0.01% 326
2014
Q3 		$126K Hold
2,100
– – ﹤0.01% 318
2014
Q2 		$128K Hold
2,100
– – ﹤0.01% 326
2014
Q1 		$114K Hold
2,100
– – ﹤0.01% 326
2013
Q4 		$106K Hold
2,100
– – ﹤0.01% 324
2013
Q3 		$94K Hold
2,100
– – ﹤0.01% 316
2013
Q2 		$92K Buy
+2,100
New +$89.8K ﹤0.01% 330

Other funds holding LO

HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LO Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 2,100 shares — an estimated $137K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $137K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,100 LORILLARD INC COM STK shares in Q2 2015, an estimated $137K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's LORILLARD INC COM STK position peaked at $137K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.