YorkBridge Wealth Partners’s Reynolds American Inc RAI Stock Holding History

YorkBridge Wealth Partners’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	-104	Closed	-$7K	–	943
2017 Q2	$7K	Hold	104	–	–	﹤0.01%	686
2017 Q1	$7K	Sell	104 -1,646	-94%	-$98.9K	﹤0.01%	661
2016 Q4	$96K	Buy	+1,750	New	+$92.9K	0.06%	247

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

YorkBridge Wealth Partners's RAI Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Reynolds American Inc (RAI) in Q3 2017, closing a stake of 104 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in RAI in Q4 2016 and held it in 3 quarters. The position peaked at $96K in Q4 2016. 3 funds tracked by Wall St. Rank hold RAI as of Q3 2017.

YorkBridge Wealth Partners reported no remaining Reynolds American Inc position as of Q3 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 104 Reynolds American Inc shares in Q3 2017, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Reynolds American Inc in Q4 2016 and held it in 3 quarters.
YorkBridge Wealth Partners's Reynolds American Inc position peaked at $96K in Q4 2016.
3 funds tracked by Wall St. Rank held Reynolds American Inc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.