LWM
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 – 95
2014
Q3 		$998K Sell
16,616
-310
-2% -$18.8K 1.07% 27
2014
Q2 		$1.03M Buy
16,926
+2,246
+15% +$131K 0.99% 19
2014
Q1 		$792K Buy
14,680
+3,469
+31% +$174K 0.79% 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 0.38% 35
2013
Q2 		$275K Buy
+6,247
New +$267K 0.28% 43

Other funds holding LO

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return