SCM
LO

Stux Capital Management’s LORILLARD INC COM STK LO Stock Holding History

Stux Capital 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
2014
Q1 		– Sell
-4,000
Closed -$203K – 488
2013
Q4 		$203K Buy
+4,000
New +$199K 0.02% 392

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Stux Capital Management's LO Position: Q1 2014 in Review

Stux Capital Management sold out of LORILLARD INC COM STK (LO) in Q1 2014, closing a stake of 4,000 shares — an estimated $203K sold.

Stux Capital Management first reported a position in LO in Q4 2013 and held it in 1 quarter. The position peaked at $203K in Q4 2013. 576 funds tracked by Wall St. Rank hold LO as of Q1 2014.

  • Stux Capital Management reported no remaining LORILLARD INC COM STK position as of Q1 2014 after selling out during the quarter.
  • Stux Capital Management sold 4,000 LORILLARD INC COM STK shares in Q1 2014, an estimated $203K.
  • Stux Capital Management first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 1 quarter.
  • Stux Capital Management's LORILLARD INC COM STK position peaked at $203K in Q4 2013.
  • 576 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2014.

Based on Stux Capital Management's 13F filing for Q1 2014, filed 13 May 2014.