WBH Advisory’s LORILLARD INC COM STK LO Stock Holding History

WBH Advisory’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	-15,230	Closed	-$995K	–	211
2015 Q1	$995K	Sell	15,230 -2,565	-14%	-$171K	0.28%	69
2014 Q4	$1.12M	Sell	17,795 -550	-3%	-$34K	0.42%	58
2014 Q3	$1.1M	Sell	18,345 -850	-4%	-$51.5K	0.39%	61
2014 Q2	$1.17M	Sell	19,195 -225	-1%	-$13.1K	0.44%	52
2014 Q1	$1.05M	Buy	19,420 +925	+5%	+$46.5K	0.42%	61
2013 Q4	$937K	Buy	18,495 +1,525	+9%	+$76K	0.38%	68
2013 Q3	$760K	Hold	16,970	–	–	0.34%	80
2013 Q2	$741K	Buy	+16,970	New	+$726K	0.34%	83

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

WBH Advisory's LO Position: Q2 2015 in Review

WBH Advisory sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 15,230 shares — an estimated $995K sold.

WBH Advisory first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $1.17M in Q2 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

WBH Advisory reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
WBH Advisory sold 15,230 LORILLARD INC COM STK shares in Q2 2015, an estimated $995K.
WBH Advisory first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
WBH Advisory's LORILLARD INC COM STK position peaked at $1.17M in Q2 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on WBH Advisory's 13F filing for Q2 2015, filed 20 Jul 2015.