TWA
RAI

TCI Wealth Advisors’s Reynolds American Inc RAI Stock Holding History

TCI Wealth 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
-913
Closed -$59K – 1427
2017
Q2 		$59K Hold
913
– – 0.03% 286
2017
Q1 		$58K Buy
913
+24
+3% +$1.44K 0.03% 284
2016
Q4 		$50K Buy
889
+579
+187% +$30.7K 0.03% 327
2016
Q3 		$15K Sell
310
-177
-36% -$8.88K 0.01% 494
2016
Q2 		$26K Sell
487
-417
-46% -$21K 0.01% 403
2016
Q1 		$45K Buy
904
+643
+246% +$31.6K 0.02% 315
2015
Q4 		$12K Sell
261
-13
-5% -$602 0.01% 548
2015
Q3 		$12K Hold
274
– – 0.01% 486
2015
Q2 		$10K Buy
274
+108
+65% +$4.04K 0.01% 529
2015
Q1 		$6K Hold
166
– – ﹤0.01% 555
2014
Q4 		$5K Hold
166
– – ﹤0.01% 583
2014
Q3 		$5K Hold
166
– – ﹤0.01% 587
2014
Q2 		$5K Hold
166
– – ﹤0.01% 612
2014
Q1 		$4K Hold
166
– – ﹤0.01% 625
2013
Q4 		$4K Hold
166
– – ﹤0.01% 623
2013
Q3 		$4K Hold
166
– – ﹤0.01% 543
2013
Q2 		$4K Buy
+166
New +$3.93K ﹤0.01% 511

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

TCI Wealth Advisors's RAI Position: Q3 2017 in Review

TCI Wealth Advisors sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 913 shares — an estimated $59K sold.

TCI Wealth Advisors first reported a position in RAI in Q2 2013 and held it in 17 quarters. The position peaked at $59K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

  • TCI Wealth Advisors reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 913 Reynolds American Inc shares in Q3 2017, an estimated $59K.
  • TCI Wealth Advisors first reported a position in Reynolds American Inc in Q2 2013 and held it in 17 quarters.
  • TCI Wealth Advisors's Reynolds American Inc position peaked at $59K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.