Security National Trust’s LORILLARD INC COM STK LO Stock Holding History

Security National Trust’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	-497	Closed	-$32K	–	484
2015 Q1	$32K	Sell	497 -175	-26%	-$11.7K	0.01%	316
2014 Q4	$42K	Hold	672	–	–	0.02%	293
2014 Q3	$40K	Sell	672 -225	-25%	-$13.6K	0.02%	295
2014 Q2	$55K	Buy	897 +297	+50%	+$17.3K	0.02%	271
2014 Q1	$32K	Buy	600 +200	+50%	+$10.1K	0.01%	315
2013 Q4	$20K	Buy	+400	New	+$19.9K	0.01%	354

Other funds holding LO

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

Security National Trust's LO Position: Q2 2015 in Review

Security National Trust sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 497 shares — an estimated $32K sold.

Security National Trust first reported a position in LO in Q4 2013 and held it in 6 quarters. The position peaked at $55K in Q2 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Security National Trust reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Security National Trust sold 497 LORILLARD INC COM STK shares in Q2 2015, an estimated $32K.
Security National Trust first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 6 quarters.
Security National Trust's LORILLARD INC COM STK position peaked at $55K in Q2 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Security National Trust's 13F filing for Q2 2015, filed 27 Jul 2015.