RFA
LO

Reilly Financial Advisors’s LORILLARD INC COM STK LO Stock Holding History

Reilly Financial 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
Q2 		– Sell
-660
Closed -$43K – 1489
2015
Q1 		$43K Hold
660
– – 0.01% 455
2014
Q4 		$42K Hold
660
– – 0.01% 289
2014
Q3 		$40K Sell
660
-100
-13% -$6.06K 0.01% 283
2014
Q2 		$46K Buy
760
+100
+15% +$5.82K 0.01% 282
2014
Q1 		$36K Sell
660
-62
-9% -$3.12K 0.01% 329
2013
Q4 		$37K Buy
+722
New +$36K 0.01% 298

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

Reilly Financial Advisors's LO Position: Q2 2015 in Review

Reilly Financial Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 660 shares — an estimated $43K sold.

Reilly Financial Advisors first reported a position in LO in Q4 2013 and held it in 6 quarters. The position peaked at $46K in Q2 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Reilly Financial Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 660 LORILLARD INC COM STK shares in Q2 2015, an estimated $43K.
  • Reilly Financial Advisors first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's LORILLARD INC COM STK position peaked at $46K in Q2 2014.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.