Yorktown Management & Research Company’s LORILLARD INC COM STK LO Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-22,600	Closed	-$1.35M	–	509
2014 Q3	$1.35M	Hold	22,600	–	–	0.26%	73
2014 Q2	$1.38M	Hold	22,600	–	–	0.26%	69
2014 Q1	$1.22M	Hold	22,600	–	–	0.23%	86
2013 Q4	$1.15M	Hold	22,600	–	–	0.23%	87
2013 Q3	$1.01M	Buy	+22,600	New	+$996K	0.22%	92

Other funds holding LO

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

Yorktown Management & Research Company's LO Position: Q4 2014 in Review

Yorktown Management & Research Company sold out of LORILLARD INC COM STK (LO) in Q4 2014, closing a stake of 22,600 shares — an estimated $1.35M sold.

Yorktown Management & Research Company first reported a position in LO in Q3 2013 and held it in 5 quarters. The position peaked at $1.38M in Q2 2014. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

Yorktown Management & Research Company reported no remaining LORILLARD INC COM STK position as of Q4 2014 after selling out during the quarter.
Yorktown Management & Research Company sold 22,600 LORILLARD INC COM STK shares in Q4 2014, an estimated $1.35M.
Yorktown Management & Research Company first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 5 quarters.
Yorktown Management & Research Company's LORILLARD INC COM STK position peaked at $1.38M in Q2 2014.
628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Yorktown Management & Research Company's 13F filing for Q4 2014, filed 5 Feb 2015.