Next Financial Group’s LORILLARD INC COM STK LO Stock Holding History

Next Financial Group’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	-685	Closed	-$44K	–	2068
2015 Q1	$44K	Hold	685	–	–	0.01%	712
2014 Q4	$43K	Sell	685 -1,507	-69%	-$93.2K	0.01%	715
2014 Q3	$131K	Buy	2,192 +1,792	+448%	+$109K	0.03%	580
2014 Q2	$24K	Buy	+400	New	+$23.3K	0.01%	545

Other funds holding LO

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Next Financial Group's LO Position: Q2 2015 in Review

Next Financial Group sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 685 shares — an estimated $44K sold.

Next Financial Group first reported a position in LO in Q2 2014 and held it in 4 quarters. The position peaked at $131K in Q3 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Next Financial Group reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Next Financial Group sold 685 LORILLARD INC COM STK shares in Q2 2015, an estimated $44K.
Next Financial Group first reported a position in LORILLARD INC COM STK in Q2 2014 and held it in 4 quarters.
Next Financial Group's LORILLARD INC COM STK position peaked at $131K in Q3 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.