Summit Securities Group’s LORILLARD INC COM STK LO Stock Holding History

Summit Securities Group’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	-9,800	Closed	-$640K	–	648
2015 Q1	$640K	Buy	9,800 +6,300	+180%	+$419K	0.48%	30
2014 Q4	$220K	Buy	3,500 +2,200	+169%	+$136K	0.06%	180
2014 Q3	$78K	Sell	1,300 -2,700	-68%	-$164K	0.02%	334
2014 Q2	$244K	Buy	+4,000	New	+$233K	0.08%	145
2014 Q1	–	Sell	-2,500	Closed	-$127K	–	679
2013 Q4	$127K	Buy	2,500 +2,200	+733%	+$110K	0.02%	207
2013 Q3	$13K	Buy	+300	New	+$13.2K	﹤0.01%	252

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

Summit Securities Group's LO Position: Q2 2015 in Review

Summit Securities Group sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 9,800 shares — an estimated $640K sold.

Summit Securities Group first reported a position in LO in Q3 2013 and held it in 6 quarters. The position peaked at $640K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Summit Securities Group reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Summit Securities Group sold 9,800 LORILLARD INC COM STK shares in Q2 2015, an estimated $640K.
Summit Securities Group first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 6 quarters.
Summit Securities Group's LORILLARD INC COM STK position peaked at $640K in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Summit Securities Group's 13F filing for Q2 2015, filed 5 Aug 2015.