SK
LO

Sarah Ketterer’s LORILLARD INC COM STK LO Stock Holding History

Sarah Ketterer’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 		– Sell
-491,400
Closed -$32.1M – 82
2014
Q3 		$32.1M Sell
491,400
-52,300
-10% -$3.17M 1.11% 27
2014
Q2 		$34.4M Buy
543,700
+42,500
+8% +$2.47M 1.4% 22
2014
Q1 		$28.5M Sell
501,200
-13,800
-3% -$693K 1.28% 23
2013
Q4 		$27.3M Buy
515,000
+82,600
+19% +$4.12M 1.54% 22
2013
Q3 		$20M Buy
+432,400
New +$19.1M 1.63% 20

Other funds holding LO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

Sarah Ketterer's LO Position: Q4 2014 in Review

Sarah Ketterer sold out of LORILLARD INC COM STK (LO) in Q4 2014, closing a stake of 491,400 shares — an estimated $32.1M sold.

Sarah Ketterer first reported a position in LO in Q3 2013 and held it in 5 quarters. The position peaked at $34.4M in Q2 2014. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Sarah Ketterer reported no remaining LORILLARD INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Sarah Ketterer sold 491,400 LORILLARD INC COM STK shares in Q4 2014, an estimated $32.1M.
  • Sarah Ketterer first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 5 quarters.
  • Sarah Ketterer's LORILLARD INC COM STK position peaked at $34.4M in Q2 2014.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Causeway Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.