WIL
LO

Winifred I. Li’s LORILLARD INC COM STK LO Stock Holding History

Winifred I. Li’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
2014
Q4 		$29K Buy
465
+414
+812% +$25.6K 0.03% 339
2014
Q3 		$3K Buy
+51
New +$3.09K ﹤0.01% 388
2014
Q2 		– Sell
-21
Closed -$1K – 415
2014
Q1 		$1K Hold
21
– – ﹤0.01% 394
2013
Q4 		$1K Hold
21
– – ﹤0.01% 388
2013
Q3 		$1K Sell
21
-21
-50% -$925 ﹤0.01% 376
2013
Q2 		$2K Buy
+42
New +$1.8K ﹤0.01% 372

Other funds holding LO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Winifred I. Li's LO Position: Q4 2014 in Review

Winifred I. Li increased its LORILLARD INC COM STK (LO) stake by 812% in Q4 2014, buying an estimated $25.6K and bringing the position to 465 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #339.

Winifred I. Li first reported a position in LO in Q2 2013 and has held it in 6 quarters since. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Winifred I. Li held 465 shares of LORILLARD INC COM STK worth $29K as of Q4 2014.
  • Winifred I. Li bought 414 LORILLARD INC COM STK shares in Q4 2014, an estimated $25.6K.
  • LORILLARD INC COM STK made up 0.03% of Winifred I. Li's portfolio in Q4 2014, its #339 holding.
  • Winifred I. Li first reported a position in LORILLARD INC COM STK in Q2 2013 and has held it in 6 quarters since.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.