MWAC
RAI

Mariner Wealth Advisors (Cincinnati)’s Reynolds American Inc RAI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-4,497
Closed -$292K – 284
2017
Q2 		$292K Buy
+4,497
New +$294K 0.02% 216

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

Mariner Wealth Advisors (Cincinnati)'s RAI Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 4,497 shares — an estimated $292K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in RAI in Q2 2017 and held it in 1 quarter. The position peaked at $292K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 4,497 Reynolds American Inc shares in Q3 2017, an estimated $292K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Reynolds American Inc in Q2 2017 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Reynolds American Inc position peaked at $292K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.