WP
DRA

WealthPLAN Partners’s Diversified Real Asset Income Fd DRA Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-1,298
Closed -$10.8K – 1124
2016
Q2 		$10.8K Buy
+1,298
New +$20.9K ﹤0.01% 1705

Other funds holding DRA

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

WealthPLAN Partners's DRA Position: Q3 2016 in Review

WealthPLAN Partners sold out of Diversified Real Asset Income Fd (DRA) in Q3 2016, closing a stake of 1,298 shares — an estimated $10.8K sold.

WealthPLAN Partners first reported a position in DRA in Q2 2016 and held it in 1 quarter. The position peaked at $10.8K in Q2 2016. 60 funds tracked by Wall St. Rank hold DRA as of Q3 2016.

  • WealthPLAN Partners reported no remaining Diversified Real Asset Income Fd position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,298 Diversified Real Asset Income Fd shares in Q3 2016, an estimated $10.8K.
  • WealthPLAN Partners first reported a position in Diversified Real Asset Income Fd in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Diversified Real Asset Income Fd position peaked at $10.8K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.