PFGIA
RAI

Patriot Financial Group Insurance Agency’s Reynolds American Inc RAI Stock Holding History

Patriot Financial Group Insurance Agency’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
-100
Closed -$6K – 967
2017
Q2 		$6K Hold
100
– – 0.01% 658
2017
Q1 		$6K Hold
100
– – 0.01% 605
2016
Q4 		$6K Buy
+100
New +$5.31K 0.01% 554

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

Patriot Financial Group Insurance Agency's RAI Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 100 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in RAI in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Reynolds American Inc shares in Q3 2017, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Reynolds American Inc in Q4 2016 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Reynolds American Inc position peaked at $6K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.