Stockman Wealth Management’s Diversified Real Asset Income Fd DRA Stock Holding History

Stockman Wealth Management’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	-12,373	Closed	-$216K	–	151
2017 Q2	$216K	Buy	12,373 +210	+2%	+$3.66K	0.22%	108
2017 Q1	$211K	Buy	12,163 +563	+5%	+$9.38K	0.12%	124
2016 Q4	$181K	Sell	11,600 -1,985	-15%	-$31.5K	0.11%	123
2016 Q3	$234K	Buy	+13,585	New	+$233K	0.14%	105

Stockman Wealth Management's DRA Position: Q3 2017 in Review

Stockman Wealth Management sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 12,373 shares — an estimated $216K sold.

Stockman Wealth Management first reported a position in DRA in Q3 2016 and held it in 4 quarters. The position peaked at $234K in Q3 2016. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

Stockman Wealth Management reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
Stockman Wealth Management sold 12,373 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $216K.
Stockman Wealth Management first reported a position in Diversified Real Asset Income Fd in Q3 2016 and held it in 4 quarters.
Stockman Wealth Management's Diversified Real Asset Income Fd position peaked at $234K in Q3 2016.
0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on Stockman Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.