APP
RAI

Avantax Planning Partners’s Reynolds American Inc RAI Stock Holding History

Avantax Planning Partners’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
-29,328
Closed -$1.91M – 379
2017
Q2 		$1.91M Sell
29,328
-62
-0.2% -$4.05K 0.16% 65
2017
Q1 		$1.85M Sell
29,390
-179
-0.6% -$10.8K 0.17% 56
2016
Q4 		$1.66M Buy
+29,569
New +$1.57M 0.18% 54

Other funds holding RAI

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

Avantax Planning Partners's RAI Position: Q3 2017 in Review

Avantax Planning Partners sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 29,328 shares — an estimated $1.91M sold.

Avantax Planning Partners first reported a position in RAI in Q4 2016 and held it in 3 quarters. The position peaked at $1.91M in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Avantax Planning Partners reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 29,328 Reynolds American Inc shares in Q3 2017, an estimated $1.91M.
  • Avantax Planning Partners first reported a position in Reynolds American Inc in Q4 2016 and held it in 3 quarters.
  • Avantax Planning Partners's Reynolds American Inc position peaked at $1.91M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Avantax Planning Partners's 13F filing for Q3 2017, filed 19 Oct 2017.