CPA
RAI

Clear Perspective Advisors’s Reynolds American Inc RAI Stock Holding History

Clear Perspective Advisors’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
-2,668
Closed -$174K – 545
2017
Q2 		$174K Hold
2,668
– – 0.15% 128
2017
Q1 		$168K Hold
2,668
– – 0.11% 128
2016
Q4 		$150K Buy
+2,668
New +$142K 0.1% 139

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

Clear Perspective Advisors's RAI Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 2,668 shares — an estimated $174K sold.

Clear Perspective Advisors first reported a position in RAI in Q4 2016 and held it in 3 quarters. The position peaked at $174K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 2,668 Reynolds American Inc shares in Q3 2017, an estimated $174K.
  • Clear Perspective Advisors first reported a position in Reynolds American Inc in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's Reynolds American Inc position peaked at $174K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.