Patriot Financial Group Insurance Agency’s Diversified Real Asset Income Fd DRA Stock Holding History

Patriot Financial Group Insurance Agency’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	-7,920	Closed	-$139K	–	962
2017 Q2	$139K	Buy	7,920 +513	+7%	+$8.93K	0.14%	129
2017 Q1	$129K	Buy	7,407 +3,211	+77%	+$53.5K	0.14%	124
2016 Q4	$68K	Buy	+4,196	New	+$66.6K	0.09%	183

Patriot Financial Group Insurance Agency's DRA Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 7,920 shares — an estimated $139K sold.

Patriot Financial Group Insurance Agency first reported a position in DRA in Q4 2016 and held it in 3 quarters. The position peaked at $139K in Q2 2017. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

Patriot Financial Group Insurance Agency reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 7,920 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $139K.
Patriot Financial Group Insurance Agency first reported a position in Diversified Real Asset Income Fd in Q4 2016 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Diversified Real Asset Income Fd position peaked at $139K in Q2 2017.
0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.