Creative Planning’s Diversified Real Asset Income Fd DRA Stock Holding History

Creative Planning’s Portfolio DRA Stock Details DRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-558	Closed	-$10K	–	4535
2017 Q2	$10K	Buy	558 +237	+74%	+$4.13K	﹤0.01%	3661
2017 Q1	$6K	Sell	321 -908	-74%	-$15.1K	﹤0.01%	3919
2016 Q4	$19K	Buy	1,229 +547	+80%	+$8.69K	﹤0.01%	3129
2016 Q3	$12K	Hold	682	–	–	﹤0.01%	3433
2016 Q2	$11K	Buy	682 +200	+41%	+$3.22K	﹤0.01%	3224
2016 Q1	$8K	Hold	482	–	–	﹤0.01%	3374
2015 Q4	$7K	Hold	482	–	–	﹤0.01%	3548
2015 Q3	$8K	Buy	+482	New	+$8.18K	﹤0.01%	3392
2015 Q2	–	Sell	-600	Closed	-$11K	–	3718
2015 Q1	$11K	Sell	600 -86	-13%	-$1.53K	﹤0.01%	3165
2014 Q4	$12K	Buy	686 +185	+37%	+$3.25K	﹤0.01%	3041
2014 Q3	$9K	Buy	+501	New	+$8.88K	﹤0.01%	3037

Creative Planning's DRA Position: Q3 2017 in Review

Creative Planning sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 558 shares — an estimated $10K sold.

Creative Planning first reported a position in DRA in Q3 2014 and held it in 11 quarters. The position peaked at $19K in Q4 2016. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

Creative Planning reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 558 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in Diversified Real Asset Income Fd in Q3 2014 and held it in 11 quarters.
Creative Planning's Diversified Real Asset Income Fd position peaked at $19K in Q4 2016.
0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.