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

Meridian 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	-5,341	Closed	-$347K	–	191
2017 Q2	$347K	Sell	5,341 -5,956	-53%	-$389K	0.22%	106
2017 Q1	$712K	Sell	11,297 -240	-2%	-$14.4K	0.43%	54
2016 Q4	$669K	Buy	+11,537	New	+$612K	0.53%	50

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

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

Meridian Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 5,341 shares — an estimated $347K sold.

Meridian Wealth Management first reported a position in RAI in Q4 2016 and held it in 3 quarters. The position peaked at $712K in Q1 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

Meridian Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
Meridian Wealth Management sold 5,341 Reynolds American Inc shares in Q3 2017, an estimated $347K.
Meridian Wealth Management first reported a position in Reynolds American Inc in Q4 2016 and held it in 3 quarters.
Meridian Wealth Management's Reynolds American Inc position peaked at $712K in Q1 2017.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Meridian Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.