SWM
RAI

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

SVA 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
-3,308
Closed -$215K – 209
2017
Q2 		$215K Buy
3,308
+50
+2% +$3.27K 0.03% 192
2017
Q1 		$205K Buy
+3,258
New +$196K 0.03% 188

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

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

SVA Wealth Management sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 3,308 shares — an estimated $215K sold.

SVA Wealth Management first reported a position in RAI in Q1 2017 and held it in 2 quarters. The position peaked at $215K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • SVA Wealth Management reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • SVA Wealth Management sold 3,308 Reynolds American Inc shares in Q3 2017, an estimated $215K.
  • SVA Wealth Management first reported a position in Reynolds American Inc in Q1 2017 and held it in 2 quarters.
  • SVA Wealth Management's Reynolds American Inc position peaked at $215K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

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