Smith Salley Wealth Management’s LORILLARD INC COM STK LO Stock Holding History

Smith Salley Wealth Management’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	-17,571	Closed	-$1.15M	–	171
2015 Q1	$1.15M	Buy	17,571 +1,100	+7%	+$73.2K	0.29%	93
2014 Q4	$1.04M	Buy	16,471 +1,609	+11%	+$99.5K	0.27%	97
2014 Q3	$890K	Buy	14,862 +1,907	+15%	+$116K	0.24%	109
2014 Q2	$790K	Buy	+12,955	New	+$753K	0.21%	114

Other funds holding LO

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Smith Salley Wealth Management's LO Position: Q2 2015 in Review

Smith Salley Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 17,571 shares — an estimated $1.15M sold.

Smith Salley Wealth Management first reported a position in LO in Q2 2014 and held it in 4 quarters. The position peaked at $1.15M in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Smith Salley Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 17,571 LORILLARD INC COM STK shares in Q2 2015, an estimated $1.15M.
Smith Salley Wealth Management first reported a position in LORILLARD INC COM STK in Q2 2014 and held it in 4 quarters.
Smith Salley Wealth Management's LORILLARD INC COM STK position peaked at $1.15M in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Smith Salley Wealth Management's 13F filing for Q2 2015, filed 11 Aug 2015.