OIA
LO

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

Optimum 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
Q1 		$90K Buy
1,370
+470
+52% +$31.3K 0.03% 397
2014
Q4 		$57K Hold
900
– – 0.02% 475
2014
Q3 		$56K Hold
900
– – 0.02% 460
2014
Q2 		$55K Buy
+900
New +$52.3K 0.02% 472

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

Optimum Investment Advisors's LO Position: Q1 2015 in Review

Optimum Investment Advisors increased its LORILLARD INC COM STK (LO) stake by 52% in Q1 2015, buying an estimated $31.3K and bringing the position to 1,370 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #397.

Optimum Investment Advisors first reported a position in LO in Q2 2014 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold LO as of Q1 2015.

  • Optimum Investment Advisors held 1,370 shares of LORILLARD INC COM STK worth $90K as of Q1 2015.
  • Optimum Investment Advisors bought 470 LORILLARD INC COM STK shares in Q1 2015, an estimated $31.3K.
  • LORILLARD INC COM STK made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #397 holding.
  • Optimum Investment Advisors first reported a position in LORILLARD INC COM STK in Q2 2014 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.