TSWM
RAI

Triangle Securities Wealth Management’s Reynolds American Inc RAI Stock Holding History

Triangle Securities 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
-4,398
Closed -$286K – 140
2017
Q2 		$286K Sell
4,398
-645
-13% -$42.1K 0.19% 112
2017
Q1 		$318K Hold
5,043
– – 0.2% 106
2016
Q4 		$283K Hold
5,043
– – 0.19% 108
2016
Q3 		$238K Hold
5,043
– – 0.16% 112
2016
Q2 		$272K Hold
5,043
– – 0.2% 106
2016
Q1 		$254K Sell
5,043
-1,000
-17% -$49.1K 0.17% 119
2015
Q4 		$279K Buy
+6,043
New +$280K 0.19% 104

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 $374B AUM 17.66% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $219M AUM 18.32% 1-Year Est. Return