Altavista Wealth Management’s Reynolds American Inc RAI Stock Holding History

Altavista Wealth Management’s Portfolio RAI Stock Details RAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,214	Closed	-$274K	–	141
2017 Q2	$274K	Buy	4,214 +26	+0.6%	+$1.7K	0.14%	111
2017 Q1	$264K	Buy	4,188 +27	+0.6%	+$1.62K	0.13%	115
2016 Q4	$233K	Buy	+4,161	New	+$221K	0.13%	117
2016 Q3	–	Sell	-4,105	Closed	-$221K	–	129
2016 Q2	$221K	Buy	4,105 +27	+0.7%	+$1.36K	0.12%	120
2016 Q1	$205K	Buy	+4,078	New	+$200K	0.12%	120

Other funds holding RAI

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

Altavista Wealth Management's RAI Position: Q3 2017 in Review

Altavista Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 4,214 shares — an estimated $274K sold.

Altavista Wealth Management first reported a position in RAI in Q1 2016 and held it in 5 quarters. The position peaked at $274K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

Altavista Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
Altavista Wealth Management sold 4,214 Reynolds American Inc shares in Q3 2017, an estimated $274K.
Altavista Wealth Management first reported a position in Reynolds American Inc in Q1 2016 and held it in 5 quarters.
Altavista Wealth Management's Reynolds American Inc position peaked at $274K in Q2 2017.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Altavista Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.