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	–	435
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

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Waverly Advisors's LO Position: Q2 2015 in Review

Waverly Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 300 shares — an estimated $20K sold.

Waverly Advisors first reported a position in LO in Q3 2013 and held it in 6 quarters. The position peaked at $20K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Waverly Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Waverly Advisors sold 300 LORILLARD INC COM STK shares in Q2 2015, an estimated $20K.
Waverly Advisors first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 6 quarters.
Waverly Advisors's LORILLARD INC COM STK position peaked at $20K in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.