UCFA
LO

United Capital Financial Advisors’s LORILLARD INC COM STK LO Stock Holding History

United Capital Financial Advisors’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
-14,898
Closed -$1.04M – 1337
2015
Q1 		$1.04M Sell
14,898
-169
-1% -$11.3K 0.01% 712
2014
Q4 		$948K Buy
15,067
+1
+0% +$62 0.01% 663
2014
Q3 		$903K Sell
15,066
-4,993
-25% -$303K 0.02% 630
2014
Q2 		$1.22M Sell
20,059
-1,087
-5% -$63.2K 0.02% 516
2014
Q1 		$1.14M Buy
+21,146
New +$1.06M 0.02% 451
2013
Q4 		– Sell
-6,815
Closed -$305K – 801
2013
Q3 		$305K Buy
+6,815
New +$300K 0.01% 557

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

United Capital Financial Advisors's LO Position: Q2 2015 in Review

United Capital Financial Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 14,898 shares — an estimated $1.04M sold.

United Capital Financial Advisors first reported a position in LO in Q3 2013 and held it in 6 quarters. The position peaked at $1.22M in Q2 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • United Capital Financial Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,898 LORILLARD INC COM STK shares in Q2 2015, an estimated $1.04M.
  • United Capital Financial Advisors first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 6 quarters.
  • United Capital Financial Advisors's LORILLARD INC COM STK position peaked at $1.22M in Q2 2014.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.