Wealthfront’s LORILLARD INC COM STK LO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-5,397
Closed -$353K 1453
2015
Q1
$353K Buy
5,397
+973
+22% +$64.8K 0.02% 130
2014
Q4
$278K Buy
4,424
+810
+22% +$50.1K 0.02% 132
2014
Q3
$217K Buy
3,614
+665
+23% +$40.3K 0.02% 141
2014
Q2
$190K Buy
2,949
+894
+44% +$52K 0.02% 114
2014
Q1
$111K Buy
+2,055
New +$103K 0.01% 119

Other funds holding LO

Wealthfront's LO Position: Q2 2015 in Review

Wealthfront sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 5,397 shares — an estimated $353K sold.

Wealthfront first reported a position in LO in Q1 2014 and held it in 5 quarters. The position peaked at $353K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Wealthfront reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 5,397 LORILLARD INC COM STK shares in Q2 2015, an estimated $353K.
  • Wealthfront first reported a position in LORILLARD INC COM STK in Q1 2014 and held it in 5 quarters.
  • Wealthfront's LORILLARD INC COM STK position peaked at $353K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.