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

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

Strategic Wealth Management's LO Position: Q2 2015 in Review

Strategic Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 9,104 shares — an estimated $595K sold.

Strategic Wealth Management first reported a position in LO in Q3 2014 and held it in 3 quarters. The position peaked at $630K in Q4 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Strategic Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Strategic Wealth Management sold 9,104 LORILLARD INC COM STK shares in Q2 2015, an estimated $595K.
Strategic Wealth Management first reported a position in LORILLARD INC COM STK in Q3 2014 and held it in 3 quarters.
Strategic Wealth Management's LORILLARD INC COM STK position peaked at $630K in Q4 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Strategic Wealth Management's 13F filing for Q2 2015, filed 28 Jul 2015.