Point View Wealth Management’s Reynolds American Inc RAI Stock Holding History

Point View 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	-4,013	Closed	-$261K	–	272
2017 Q2	$261K	Hold	4,013	–	–	0.13%	192
2017 Q1	$253K	Buy	4,013 +278	+7%	+$16.7K	0.13%	200
2016 Q4	$209K	Buy	+3,735	New	+$198K	0.12%	211
2016 Q3	–	Sell	-3,766	Closed	-$203K	–	245
2016 Q2	$203K	Sell	3,766 -233	-6%	-$11.7K	0.12%	205
2016 Q1	$201K	Buy	+3,999	New	+$196K	0.13%	198

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 22.9% 1-Year Est. Return

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

Point View Wealth Management's RAI Position: Q3 2017 in Review

Point View Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 4,013 shares — an estimated $261K sold.

Point View Wealth Management first reported a position in RAI in Q1 2016 and held it in 5 quarters. The position peaked at $261K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

Point View Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
Point View Wealth Management sold 4,013 Reynolds American Inc shares in Q3 2017, an estimated $261K.
Point View Wealth Management first reported a position in Reynolds American Inc in Q1 2016 and held it in 5 quarters.
Point View Wealth Management's Reynolds American Inc position peaked at $261K in Q2 2017.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Point View Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.