MIS
LO

Morningstar Investment Services’s LORILLARD INC COM STK LO Stock Holding History

Morningstar Investment Services’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
-38,938
Closed -$2.33M – 234
2014
Q3 		$2.33M Buy
+38,938
New +$2.36M 0.12% 125

Other funds holding LO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Morningstar Investment Services's LO Position: Q4 2014 in Review

Morningstar Investment Services sold out of LORILLARD INC COM STK (LO) in Q4 2014, closing a stake of 38,938 shares — an estimated $2.33M sold.

Morningstar Investment Services first reported a position in LO in Q3 2014 and held it in 1 quarter. The position peaked at $2.33M in Q3 2014. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Morningstar Investment Services reported no remaining LORILLARD INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 38,938 LORILLARD INC COM STK shares in Q4 2014, an estimated $2.33M.
  • Morningstar Investment Services first reported a position in LORILLARD INC COM STK in Q3 2014 and held it in 1 quarter.
  • Morningstar Investment Services's LORILLARD INC COM STK position peaked at $2.33M in Q3 2014.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.