IFP Advisors’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
-2,992
Closed -$52K 4360
2017
Q2
$52K Hold
2,992
﹤0.01% 1951
2017
Q1
$52K Sell
2,992
-406
-12% -$6.76K ﹤0.01% 1900
2016
Q4
$53K Sell
3,398
-2,560
-43% -$40.7K ﹤0.01% 1851
2016
Q3
$103K Sell
5,958
-541
-8% -$9.28K 0.01% 1344
2016
Q2
$108K Buy
+6,499
New +$105K 0.01% 1296
2016
Q1
Sell
-3,101
Closed -$48K 4036
2015
Q4
$48K Buy
+3,101
New +$50.3K ﹤0.01% 1651

IFP Advisors's DRA Position: Q3 2017 in Review

IFP Advisors sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 2,992 shares — an estimated $52K sold.

IFP Advisors first reported a position in DRA in Q4 2015 and held it in 6 quarters. The position peaked at $108K in Q2 2016. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

  • IFP Advisors reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 2,992 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $52K.
  • IFP Advisors first reported a position in Diversified Real Asset Income Fd in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's Diversified Real Asset Income Fd position peaked at $108K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.