BSW
RAI

Buckingham Strategic Wealth’s Reynolds American Inc RAI Stock Holding History

Buckingham Strategic Wealth’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
-11,155
Closed -$725K – 315
2017
Q2 		$725K Buy
11,155
+949
+9% +$62K 0.17% 120
2017
Q1 		$643K Buy
10,206
+6,040
+145% +$363K 0.19% 108
2016
Q4 		$233K Buy
+4,166
New +$221K 0.08% 197
2016
Q3 		– Sell
-4,165
Closed -$225K – 257
2016
Q2 		$225K Buy
+4,165
New +$209K 0.08% 204

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