US Global Investors Funds’s LORILLARD INC COM STK LO Stock Holding History

US Global Investors Funds’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
2013 Q4	$258K	Buy	+5,100	New	+$254K	0.05%	218

Other funds holding LO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

US Global Investors Funds's LO Position: Q4 2013 in Review

US Global Investors Funds opened a new position in LORILLARD INC COM STK (LO) in Q4 2013: 5,100 shares worth $258K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

571 funds tracked by Wall St. Rank hold LO as of Q4 2013.

US Global Investors Funds held 5,100 shares of LORILLARD INC COM STK worth $258K as of Q4 2013.
LORILLARD INC COM STK was a new US Global Investors Funds position in Q4 2013.
LORILLARD INC COM STK made up 0.05% of US Global Investors Funds's portfolio in Q4 2013, its #218 holding.
571 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.