LNWWM
RAI

Laird Norton Wetherby Wealth Management’s Reynolds American Inc RAI Stock Holding History

Laird Norton Wetherby 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
-18,583
Closed -$1.21M – 656
2017
Q2 		$1.21M Sell
18,583
-211
-1% -$13.8K 0.21% 109
2017
Q1 		$1.18M Buy
18,794
+755
+4% +$45.4K 0.21% 105
2016
Q4 		$1.01M Buy
18,039
+582
+3% +$30.9K 0.2% 107
2016
Q3 		$823K Buy
17,457
+698
+4% +$35K 0.17% 147
2016
Q2 		$904K Sell
16,759
-113
-0.7% -$5.68K 0.2% 110
2016
Q1 		$849K Buy
16,872
+1,455
+9% +$71.4K 0.2% 110
2015
Q4 		$711K Buy
15,417
+83
+0.5% +$3.84K 0.17% 131
2015
Q3 		$679K Buy
15,334
+998
+7% +$41.4K 0.17% 132
2015
Q2 		$535K Buy
14,336
+4,172
+41% +$156K 0.13% 191
2015
Q1 		$350K Buy
10,164
+628
+7% +$22K 0.09% 284
2014
Q4 		$306K Sell
9,536
-56
-0.6% -$1.77K 0.08% 300
2014
Q3 		$283K Sell
9,592
-12
-0.1% -$349 0.08% 311
2014
Q2 		$290K Sell
9,604
-582
-6% -$16.7K 0.08% 306
2014
Q1 		$272K Buy
10,186
+542
+6% +$13.7K 0.08% 316
2013
Q4 		$241K Buy
9,644
+84
+0.9% +$2.12K 0.07% 350
2013
Q3 		$233K Buy
9,560
+978
+11% +$24.2K 0.07% 337
2013
Q2 		$208K Buy
+8,582
New +$203K 0.07% 334

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

Laird Norton Wetherby Wealth Management's RAI Position: Q3 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 18,583 shares — an estimated $1.21M sold.

Laird Norton Wetherby Wealth Management first reported a position in RAI in Q2 2013 and held it in 17 quarters. The position peaked at $1.21M in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 18,583 Reynolds American Inc shares in Q3 2017, an estimated $1.21M.
  • Laird Norton Wetherby Wealth Management first reported a position in Reynolds American Inc in Q2 2013 and held it in 17 quarters.
  • Laird Norton Wetherby Wealth Management's Reynolds American Inc position peaked at $1.21M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.