EWM
RAI

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

Evermay 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
-5,013
Closed -$326K – 106
2017
Q2 		$326K Buy
5,013
+1
+0% +$65 0.14% 58
2017
Q1 		$316K Buy
+5,012
New +$301K 0.14% 59

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

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

Evermay Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 5,013 shares — an estimated $326K sold.

Evermay Wealth Management first reported a position in RAI in Q1 2017 and held it in 2 quarters. The position peaked at $326K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Evermay Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Evermay Wealth Management sold 5,013 Reynolds American Inc shares in Q3 2017, an estimated $326K.
  • Evermay Wealth Management first reported a position in Reynolds American Inc in Q1 2017 and held it in 2 quarters.
  • Evermay Wealth Management's Reynolds American Inc position peaked at $326K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Evermay Wealth Management's 13F filing for Q3 2017, filed 23 Oct 2017.