SWM
LO

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

Strategic 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
-9,104
Closed -$595K – 52
2015
Q1 		$595K Sell
9,104
-900
-9% -$59.9K 0.59% 36
2014
Q4 		$630K Buy
10,004
+33
+0.3% +$2.04K 0.61% 38
2014
Q3 		$597K Buy
+9,971
New +$605K 0.62% 40

Other funds holding LO

HW
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