Harfst & Associates’s Diversified Real Asset Income Fd DRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-250
Closed -$4K 235
2017
Q2
$4K Hold
250
﹤0.01% 216
2017
Q1
$4K Buy
+250
New +$4.16K ﹤0.01% 261
2016
Q1
Sell
-250
Closed -$3K 279
2015
Q4
$3K Hold
250
﹤0.01% 270
2015
Q3
$4K Buy
+250
New +$4.24K ﹤0.01% 257

Harfst & Associates's DRA Position: Q3 2017 in Review

Harfst & Associates sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 250 shares — an estimated $4K sold.

Harfst & Associates first reported a position in DRA in Q3 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

  • Harfst & Associates reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 250 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $4K.
  • Harfst & Associates first reported a position in Diversified Real Asset Income Fd in Q3 2015 and held it in 4 quarters.
  • Harfst & Associates's Diversified Real Asset Income Fd position peaked at $4K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.