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 – 381
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 $374B AUM 17.66% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $219M AUM 18.32% 1-Year Est. Return