WFG Advisors’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
-3,695
Closed -$241K – 1907
2015
Q1
$241K Sell
3,695
-2,204
-37% -$147K 0.07% 305
2014
Q4
$371K Buy
5,899
+649
+12% +$40.1K 0.08% 294
2014
Q3
$315K Sell
5,250
-161
-3% -$9.76K 0.06% 347
2014
Q2
$330K Buy
5,411
+2,548
+89% +$148K 0.06% 346
2014
Q1
$155K Sell
2,863
-57,777
-95% -$2.9M 0.03% 488
2013
Q4
$3.07M Sell
60,640
-76
-0.1% -$3.79K 0.44% 38
2013
Q3
$2.72M Buy
60,716
+23,536
+63% +$1.04M 0.42% 48
2013
Q2
$1.62M Buy
+37,180
New +$1.59M 0.27% 88

Other funds holding LO

WFG Advisors's LO Position: Q2 2015 in Review

WFG Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 3,695 shares — an estimated $241K sold.

WFG Advisors first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $3.07M in Q4 2013. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • WFG Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 3,695 LORILLARD INC COM STK shares in Q2 2015, an estimated $241K.
  • WFG Advisors first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's LORILLARD INC COM STK position peaked at $3.07M in Q4 2013.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

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