Wealth Enhancement Advisory Services
RA

Wealth Enhancement Advisory Services’s Brookfield Real Assets Income Fund RA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,350
Closed -$139K – 2419
2023
Q3 		$139K Buy
+11,350
New +$173K ﹤0.01% 2059

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COLIM
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HC
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EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's RA Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Brookfield Real Assets Income Fund (RA) in Q4 2023, closing a stake of 11,350 shares — an estimated $139K sold.

Wealth Enhancement Advisory Services first reported a position in RA in Q3 2023 and held it in 1 quarter. The position peaked at $139K in Q3 2023. 112 funds tracked by Wall St. Rank hold RA as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Brookfield Real Assets Income Fund position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,350 Brookfield Real Assets Income Fund shares in Q4 2023, an estimated $139K.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Real Assets Income Fund in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Brookfield Real Assets Income Fund position peaked at $139K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Brookfield Real Assets Income Fund as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.