First Foundation Advisors’s Reynolds American Inc RAI Stock Holding History

First Foundation 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	-4,083	Closed	-$266K	–	348
2017 Q2	$266K	Buy	4,083 +19	+0.5%	+$1.24K	0.02%	265
2017 Q1	$256K	Buy	+4,064	New	+$244K	0.02%	276
2016 Q1	–	Sell	-4,964	Closed	-$229K	–	332
2015 Q4	$229K	Buy	+4,964	New	+$230K	0.02%	260
2015 Q3	–	Sell	-18,928	Closed	-$707K	–	264
2015 Q2	$707K	Sell	18,928 -2,572	-12%	-$96.3K	0.06%	127
2015 Q1	$741K	Hold	21,500	–	–	0.06%	121
2014 Q4	$691K	Sell	21,500 -700	-3%	-$22.2K	0.06%	122
2014 Q3	$655K	Buy	+22,200	New	+$646K	0.07%	125

Other funds holding RAI

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

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

First Foundation Advisors's RAI Position: Q3 2017 in Review

First Foundation Advisors sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 4,083 shares — an estimated $266K sold.

First Foundation Advisors first reported a position in RAI in Q3 2014 and held it in 7 quarters. The position peaked at $741K in Q1 2015. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

First Foundation Advisors reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
First Foundation Advisors sold 4,083 Reynolds American Inc shares in Q3 2017, an estimated $266K.
First Foundation Advisors first reported a position in Reynolds American Inc in Q3 2014 and held it in 7 quarters.
First Foundation Advisors's Reynolds American Inc position peaked at $741K in Q1 2015.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on First Foundation Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.