WAM
RAI

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 – 2649
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
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