LFAS
RAI

Level Four Advisory Services’s Reynolds American Inc RAI Stock Holding History

Level Four Advisory Services’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
-20,915
Closed -$1.33M – 541
2017
Q2 		$1.33M Sell
20,915
-7,491
-26% -$489K 0.2% 118
2017
Q1 		$1.8M Buy
28,406
+6,449
+29% +$387K 0.18% 117
2016
Q4 		$1.23M Buy
+21,957
New +$1.17M 0.16% 147

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 $374B AUM 17.66% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $219M AUM 18.32% 1-Year Est. Return