LA
LO

Lucus Advisors’s LORILLARD INC COM STK LO Stock Holding History

Lucus 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
-6,159
Closed -$402K – 437
2015
Q1 		$402K Sell
6,159
-1,288
-17% -$85.8K 0.21% 220
2014
Q4 		$469K Buy
+7,447
New +$461K 0.21% 160

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

Lucus Advisors's LO Position: Q2 2015 in Review

Lucus Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 6,159 shares — an estimated $402K sold.

Lucus Advisors first reported a position in LO in Q4 2014 and held it in 2 quarters. The position peaked at $469K in Q4 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Lucus Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Lucus Advisors sold 6,159 LORILLARD INC COM STK shares in Q2 2015, an estimated $402K.
  • Lucus Advisors first reported a position in LORILLARD INC COM STK in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's LORILLARD INC COM STK position peaked at $469K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.