NYLT
LO

New York Life Trust’s LORILLARD INC COM STK LO Stock Holding History

New York Life Trust’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
Q1 		– Sell
-2,197
Closed -$138K – 249
2014
Q4 		$138K Buy
2,197
+539
+33% +$33.3K 0.54% 62
2014
Q3 		$99K Sell
1,658
-558
-25% -$33.8K 0.41% 108
2014
Q2 		$135K Buy
2,216
+289
+15% +$16.8K 0.57% 57
2014
Q1 		$104K Buy
1,927
+531
+38% +$26.7K 0.46% 93
2013
Q4 		$71K Buy
+1,396
New +$69.6K 0.32% 121
2013
Q3 		– Sell
-220
Closed -$10K – 236
2013
Q2 		$10K Buy
+220
New +$9.41K 0.05% 190

Other funds holding LO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
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 $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

New York Life Trust's LO Position: Q1 2015 in Review

New York Life Trust sold out of LORILLARD INC COM STK (LO) in Q1 2015, closing a stake of 2,197 shares — an estimated $138K sold.

New York Life Trust first reported a position in LO in Q2 2013 and held it in 6 quarters. The position peaked at $138K in Q4 2014. 613 funds tracked by Wall St. Rank hold LO as of Q1 2015.

  • New York Life Trust reported no remaining LORILLARD INC COM STK position as of Q1 2015 after selling out during the quarter.
  • New York Life Trust sold 2,197 LORILLARD INC COM STK shares in Q1 2015, an estimated $138K.
  • New York Life Trust first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 6 quarters.
  • New York Life Trust's LORILLARD INC COM STK position peaked at $138K in Q4 2014.
  • 613 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on New York Life Trust's 13F filing for Q1 2015, filed 13 May 2015.