MLL
LO

Moody Lynn & Lieberson’s LORILLARD INC COM STK LO Stock Holding History

Moody Lynn & Lieberson’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
Q3 		– Sell
-16,016
Closed -$976K – 224
2014
Q2 		$976K Buy
+16,016
New +$931K 0.13% 103

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
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moody Lynn & Lieberson's LO Position: Q3 2014 in Review

Moody Lynn & Lieberson sold out of LORILLARD INC COM STK (LO) in Q3 2014, closing a stake of 16,016 shares — an estimated $976K sold.

Moody Lynn & Lieberson first reported a position in LO in Q2 2014 and held it in 1 quarter. The position peaked at $976K in Q2 2014. 612 funds tracked by Wall St. Rank hold LO as of Q3 2014.

  • Moody Lynn & Lieberson reported no remaining LORILLARD INC COM STK position as of Q3 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 16,016 LORILLARD INC COM STK shares in Q3 2014, an estimated $976K.
  • Moody Lynn & Lieberson first reported a position in LORILLARD INC COM STK in Q2 2014 and held it in 1 quarter.
  • Moody Lynn & Lieberson's LORILLARD INC COM STK position peaked at $976K in Q2 2014.
  • 612 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q3 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2014, filed 28 Oct 2014.