WIM
LO

Waverton Investment Management’s LORILLARD INC COM STK LO Stock Holding History

Waverton Investment Management’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 		– Sell
-137,570
Closed -$6.16M – 194
2013
Q3 		$6.16M Buy
+137,570
New +$6.06M 0.36% 52

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Waverton Investment Management's LO Position: Q4 2013 in Review

Waverton Investment Management sold out of LORILLARD INC COM STK (LO) in Q4 2013, closing a stake of 137,570 shares — an estimated $6.16M sold.

Waverton Investment Management first reported a position in LO in Q3 2013 and held it in 1 quarter. The position peaked at $6.16M in Q3 2013. 571 funds tracked by Wall St. Rank hold LO as of Q4 2013.

  • Waverton Investment Management reported no remaining LORILLARD INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 137,570 LORILLARD INC COM STK shares in Q4 2013, an estimated $6.16M.
  • Waverton Investment Management first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's LORILLARD INC COM STK position peaked at $6.16M in Q3 2013.
  • 571 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.