Lyons Wealth Management
LO

Lyons Wealth Management’s LORILLARD INC COM STK LO Stock Holding History

Lyons Wealth Management’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
2014
Q4 		– Sell
-16,616
Closed -$998K – 86
2014
Q3 		$998K Sell
16,616
-310
-2% -$18.8K 1.06% 27
2014
Q2 		$1.03M Buy
16,926
+2,246
+15% +$131K 0.92% 19
2014
Q1 		$792K Buy
14,680
+3,469
+31% +$174K 0.69% 24
2013
Q4 		$568K Buy
11,211
+3,098
+38% +$154K 0.53% 29
2013
Q3 		$365K Buy
8,113
+1,866
+30% +$82.2K 0.33% 35
2013
Q2 		$275K Buy
+6,247
New +$267K 0.28% 43

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lyons Wealth Management's LO Position: Q4 2014 in Review

Lyons Wealth Management sold out of LORILLARD INC COM STK (LO) in Q4 2014, closing a stake of 16,616 shares — an estimated $998K sold.

Lyons Wealth Management first reported a position in LO in Q2 2013 and held it in 6 quarters. The position peaked at $1.03M in Q2 2014. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Lyons Wealth Management reported no remaining LORILLARD INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 16,616 LORILLARD INC COM STK shares in Q4 2014, an estimated $998K.
  • Lyons Wealth Management first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 6 quarters.
  • Lyons Wealth Management's LORILLARD INC COM STK position peaked at $1.03M in Q2 2014.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Lyons Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.