Principal Financial Group
LO

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

Principal 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
-519,905
Closed -$34M – 2269
2015
Q1 		$34M Buy
519,905
+8,433
+2% +$561K 0.05% 362
2014
Q4 		$32.2M Buy
511,472
+30,851
+6% +$1.91M 0.05% 367
2014
Q3 		$28.8M Sell
480,621
-1,017
-0.2% -$61.7K 0.05% 374
2014
Q2 		$29.4M Sell
481,638
-16,924
-3% -$984K 0.05% 378
2014
Q1 		$27M Sell
498,562
-8,033
-2% -$404K 0.05% 399
2013
Q4 		$25.7M Sell
506,595
-7,037
-1% -$351K 0.05% 409
2013
Q3 		$23M Sell
513,632
-7,552
-1% -$333K 0.05% 403
2013
Q2 		$22.8M Buy
+521,184
New +$22.3M 0.05% 389

Other funds holding LO

HW
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

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

Principal Financial Group sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 519,905 shares — an estimated $34M sold.

Principal Financial Group first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $34M in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Principal Financial Group reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Principal Financial Group sold 519,905 LORILLARD INC COM STK shares in Q2 2015, an estimated $34M.
  • Principal Financial Group first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • Principal Financial Group's LORILLARD INC COM STK position peaked at $34M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Principal Financial Group's 13F filing for Q2 2015, filed 10 Aug 2015.