MWR
LO

McAdams Wright Ragen’s LORILLARD INC COM STK LO Stock Holding History

McAdams Wright Ragen’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
2013
Q4 		– Sell
-12,305
Closed -$551K – 402
2013
Q3 		$551K Buy
12,305
+2,091
+20% +$92.1K 0.04% 212
2013
Q2 		$446K Buy
+10,214
New +$437K 0.04% 228

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

McAdams Wright Ragen's LO Position: Q4 2013 in Review

McAdams Wright Ragen sold out of LORILLARD INC COM STK (LO) in Q4 2013, closing a stake of 12,305 shares — an estimated $551K sold.

McAdams Wright Ragen first reported a position in LO in Q2 2013 and held it in 2 quarters. The position peaked at $551K in Q3 2013. 571 funds tracked by Wall St. Rank hold LO as of Q4 2013.

  • McAdams Wright Ragen reported no remaining LORILLARD INC COM STK position as of Q4 2013 after selling out during the quarter.
  • McAdams Wright Ragen sold 12,305 LORILLARD INC COM STK shares in Q4 2013, an estimated $551K.
  • McAdams Wright Ragen first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 2 quarters.
  • McAdams Wright Ragen's LORILLARD INC COM STK position peaked at $551K in Q3 2013.
  • 571 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2013.

Based on McAdams Wright Ragen's 13F filing for Q4 2013, filed 11 Feb 2014.