Moneta Group Investment Advisors’s LORILLARD INC COM STK LO Stock Holding History

Moneta Group Investment 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	-6,750	Closed	-$441K	–	164
2015 Q1	$441K	Hold	6,750	–	–	0.19%	92
2014 Q4	$425K	Hold	6,750	–	–	0.2%	86
2014 Q3	$404K	Hold	6,750	–	–	0.21%	80
2014 Q2	$412K	Hold	6,750	–	–	0.22%	78
2014 Q1	$365K	Hold	6,750	–	–	0.22%	77
2013 Q4	$342K	Hold	6,750	–	–	0.21%	82
2013 Q3	$302K	Hold	6,750	–	–	0.2%	87
2013 Q2	$295K	Buy	+6,750	New	+$289K	0.21%	87

Other funds holding LO

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Moneta Group Investment Advisors's LO Position: Q2 2015 in Review

Moneta Group Investment Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 6,750 shares — an estimated $441K sold.

Moneta Group Investment Advisors first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $441K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Moneta Group Investment Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Moneta Group Investment Advisors sold 6,750 LORILLARD INC COM STK shares in Q2 2015, an estimated $441K.
Moneta Group Investment Advisors first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
Moneta Group Investment Advisors's LORILLARD INC COM STK position peaked at $441K in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2015, filed 17 Aug 2015.