Pinnacle Family Advisors’s Reynolds American Inc RAI Stock Holding History

Pinnacle Family Advisors’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	-4,531	Closed	-$295K	–	80
2017 Q2	$295K	Buy	4,531 +1,066	+31%	+$69.6K	0.16%	56
2017 Q1	$218K	Sell	3,465 -3,309	-49%	-$199K	0.13%	57
2016 Q4	$379K	Buy	+6,774	New	+$359K	0.23%	53

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

Pinnacle Family Advisors's RAI Position: Q3 2017 in Review

Pinnacle Family Advisors sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 4,531 shares — an estimated $295K sold.

Pinnacle Family Advisors first reported a position in RAI in Q4 2016 and held it in 3 quarters. The position peaked at $379K in Q4 2016. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

Pinnacle Family Advisors reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
Pinnacle Family Advisors sold 4,531 Reynolds American Inc shares in Q3 2017, an estimated $295K.
Pinnacle Family Advisors first reported a position in Reynolds American Inc in Q4 2016 and held it in 3 quarters.
Pinnacle Family Advisors's Reynolds American Inc position peaked at $379K in Q4 2016.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Pinnacle Family Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.