WBG
LO

Wharton Business Group’s LORILLARD INC COM STK LO Stock Holding History

Wharton Business Group’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
-11,920
Closed -$779K – 147
2015
Q1 		$779K Sell
11,920
-215
-2% -$14.3K 0.06% 104
2014
Q4 		$764K Hold
12,135
– – 0.06% 100
2014
Q3 		$727K Hold
12,135
– – 0.06% 107
2014
Q2 		$740K Sell
12,135
-78,300
-87% -$4.55M 0.08% 104
2014
Q1 		$4.89M Buy
90,435
+40,165
+80% +$2.02M 0.39% 62
2013
Q4 		$2.55M Buy
50,270
+42,750
+568% +$2.13M 0.21% 76
2013
Q3 		$337K Buy
7,520
+2,210
+42% +$97.4K 0.03% 130
2013
Q2 		$232K Buy
+5,310
New +$227K 0.02% 137

Other funds holding LO

HW
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

Wharton Business Group's LO Position: Q2 2015 in Review

Wharton Business Group sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 11,920 shares — an estimated $779K sold.

Wharton Business Group first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $4.89M in Q1 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Wharton Business Group reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Wharton Business Group sold 11,920 LORILLARD INC COM STK shares in Q2 2015, an estimated $779K.
  • Wharton Business Group first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • Wharton Business Group's LORILLARD INC COM STK position peaked at $4.89M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Wharton Business Group's 13F filing for Q2 2015, filed 10 Aug 2015.