KWM
RAI

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

Kingsview 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
-3,473
Closed -$226K – 430
2017
Q2 		$226K Hold
3,473
– – 0.12% 223
2017
Q1 		$219K Buy
+3,473
New +$209K 0.13% 208

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

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

Kingsview Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 3,473 shares — an estimated $226K sold.

Kingsview Wealth Management first reported a position in RAI in Q1 2017 and held it in 2 quarters. The position peaked at $226K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Kingsview Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,473 Reynolds American Inc shares in Q3 2017, an estimated $226K.
  • Kingsview Wealth Management first reported a position in Reynolds American Inc in Q1 2017 and held it in 2 quarters.
  • Kingsview Wealth Management's Reynolds American Inc position peaked at $226K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Kingsview Wealth Management's 13F filing for Q3 2017, filed 29 Jan 2020.