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

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return