SSG
LO

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 – 654
2015
Q1 		$640K Buy
9,800
+6,300
+180% +$419K 0.55% 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 – 684
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

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