Institute for Wealth Management’s Reynolds American Inc RAI Stock Holding History

Institute for 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	-7,111	Closed	-$465K	–	426
2017 Q2	$465K	Buy	+7,111	New	+$464K	0.13%	240
2013 Q3	–	Sell	-202	Closed	-$5K	–	131
2013 Q2	$5K	Buy	+202	New	+$4.78K	﹤0.01%	98

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

Institute for Wealth Management's RAI Position: Q3 2017 in Review

Institute for Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 7,111 shares — an estimated $465K sold.

Institute for Wealth Management first reported a position in RAI in Q2 2013 and held it in 2 quarters. The position peaked at $465K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

Institute for Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
Institute for Wealth Management sold 7,111 Reynolds American Inc shares in Q3 2017, an estimated $465K.
Institute for Wealth Management first reported a position in Reynolds American Inc in Q2 2013 and held it in 2 quarters.
Institute for Wealth Management's Reynolds American Inc position peaked at $465K in Q2 2017.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.