IPC
DRA

Independent Portfolio Consultants’s Diversified Real Asset Income Fd DRA Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-88
Closed -$1K – 939
2016
Q4 		$1K Buy
+88
New +$1.4K ﹤0.01% 807

Other funds holding DRA

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Independent Portfolio Consultants's DRA Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Diversified Real Asset Income Fd (DRA) in Q1 2017, closing a stake of 88 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in DRA in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 55 funds tracked by Wall St. Rank hold DRA as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Diversified Real Asset Income Fd position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 88 Diversified Real Asset Income Fd shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Diversified Real Asset Income Fd in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's Diversified Real Asset Income Fd position peaked at $1K in Q4 2016.
  • 55 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.