RNS
LO

Robert N. Shapiro’s LORILLARD INC COM STK LO Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$142K Buy
2,241
+173
+8% +$10.7K 0.03% 302
2014
Q3 		$124K Buy
2,068
+1,373
+198% +$83.2K 0.02% 345
2014
Q2 		$42K Hold
695
– – 0.01% 493
2014
Q1 		$38K Sell
695
-713
-51% -$35.8K 0.01% 502
2013
Q4 		$71K Hold
1,408
– – 0.01% 411
2013
Q3 		$63K Buy
1,408
+3
+0.2% +$132 0.01% 531
2013
Q2 		$62K Buy
+1,405
New +$60.1K 0.01% 504

Other funds holding LO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Robert N. Shapiro's LO Position: Q4 2014 in Review

Robert N. Shapiro increased its LORILLARD INC COM STK (LO) stake by 8.4% in Q4 2014, buying an estimated $10.7K and bringing the position to 2,241 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #302.

Robert N. Shapiro first reported a position in LO in Q2 2013 and has held it in 7 quarters since. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Robert N. Shapiro held 2,241 shares of LORILLARD INC COM STK worth $142K as of Q4 2014.
  • Robert N. Shapiro bought 173 LORILLARD INC COM STK shares in Q4 2014, an estimated $10.7K.
  • LORILLARD INC COM STK made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #302 holding.
  • Robert N. Shapiro first reported a position in LORILLARD INC COM STK in Q2 2013 and has held it in 7 quarters since.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.