GI
DRA

Gradient Investments’s Diversified Real Asset Income Fd DRA Stock Holding History

Gradient Investments’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
2015
Q1 		– Sell
-61
Closed -$1K – 720
2014
Q4 		$1K Buy
+61
New +$1.07K ﹤0.01% 563

Other funds holding DRA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Gradient Investments's DRA Position: Q1 2015 in Review

Gradient Investments sold out of Diversified Real Asset Income Fd (DRA) in Q1 2015, closing a stake of 61 shares — an estimated $1K sold.

Gradient Investments first reported a position in DRA in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 57 funds tracked by Wall St. Rank hold DRA as of Q1 2015.

  • Gradient Investments reported no remaining Diversified Real Asset Income Fd position as of Q1 2015 after selling out during the quarter.
  • Gradient Investments sold 61 Diversified Real Asset Income Fd shares in Q1 2015, an estimated $1K.
  • Gradient Investments first reported a position in Diversified Real Asset Income Fd in Q4 2014 and held it in 1 quarter.
  • Gradient Investments's Diversified Real Asset Income Fd position peaked at $1K in Q4 2014.
  • 57 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.