T
LO

TradeWorx’s LORILLARD INC COM STK LO Stock Holding History

TradeWorx’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
Q3 		– Sell
-11,048
Closed -$674K – 451
2014
Q2 		$674K Buy
+11,048
New +$642K 0.55% 31

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TradeWorx's LO Position: Q3 2014 in Review

TradeWorx sold out of LORILLARD INC COM STK (LO) in Q3 2014, closing a stake of 11,048 shares — an estimated $674K sold.

TradeWorx first reported a position in LO in Q2 2014 and held it in 1 quarter. The position peaked at $674K in Q2 2014. 612 funds tracked by Wall St. Rank hold LO as of Q3 2014.

  • TradeWorx reported no remaining LORILLARD INC COM STK position as of Q3 2014 after selling out during the quarter.
  • TradeWorx sold 11,048 LORILLARD INC COM STK shares in Q3 2014, an estimated $674K.
  • TradeWorx first reported a position in LORILLARD INC COM STK in Q2 2014 and held it in 1 quarter.
  • TradeWorx's LORILLARD INC COM STK position peaked at $674K in Q2 2014.
  • 612 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.