Wealthspire Advisors (Maryland)’s Reynolds American Inc RAI Stock Holding History

Wealthspire Advisors (Maryland)’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	-14,019	Closed	-$912K	–	2630
2017 Q2	$912K	Buy	14,019 +906	+7%	+$59.2K	0.11%	128
2017 Q1	$826K	Buy	13,113 +3,239	+33%	+$195K	0.12%	114
2016 Q4	$553K	Buy	9,874 +187	+2%	+$9.92K	0.08%	159
2016 Q3	$457K	Sell	9,687 -309	-3%	-$15.5K	0.07%	185
2016 Q2	$539K	Buy	9,996 +39	+0.4%	+$1.96K	0.09%	154
2016 Q1	$501K	Sell	9,957 -2,755	-22%	-$135K	0.09%	153
2015 Q4	$587K	Buy	+12,712	New	+$588K	0.11%	134

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

Wealthspire Advisors (Maryland)'s RAI Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 14,019 shares — an estimated $912K sold.

Wealthspire Advisors (Maryland) first reported a position in RAI in Q4 2015 and held it in 7 quarters. The position peaked at $912K in Q2 2017. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

Wealthspire Advisors (Maryland) reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 14,019 Reynolds American Inc shares in Q3 2017, an estimated $912K.
Wealthspire Advisors (Maryland) first reported a position in Reynolds American Inc in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Reynolds American Inc position peaked at $912K in Q2 2017.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.