WA
LO

Waverly Advisors’s LORILLARD INC COM STK LO Stock Holding History

Waverly 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
-300
Closed -$20K – 436
2015
Q1 		$20K Buy
+300
New +$20K 0.01% 194
2014
Q4 		– Sell
-89
Closed -$5K – 766
2014
Q3 		$5K Hold
89
– – ﹤0.01% 647
2014
Q2 		$5K Sell
89
-104
-54% -$6.05K ﹤0.01% 605
2014
Q1 		$10K Sell
193
-55
-22% -$2.76K ﹤0.01% 434
2013
Q4 		$13K Buy
248
+193
+351% +$9.62K ﹤0.01% 523
2013
Q3 		$2K Buy
+55
New +$2.42K ﹤0.01% 556

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