Wealthspire Advisors (Maryland)’s Diversified Real Asset Income Fd DRA Stock Holding History

Wealthspire Advisors (Maryland)’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	-784	Closed	-$14K	–	2620
2017 Q2	$14K	Hold	784	–	–	﹤0.01%	1419
2017 Q1	$14K	Hold	784	–	–	﹤0.01%	1220
2016 Q4	$12K	Hold	784	–	–	﹤0.01%	1182
2016 Q3	$14K	Hold	784	–	–	﹤0.01%	1173
2016 Q2	$13K	Hold	784	–	–	﹤0.01%	1148
2016 Q1	$12K	Hold	784	–	–	﹤0.01%	1151
2015 Q4	$12K	Buy	+784	New	+$12.7K	﹤0.01%	1158

Wealthspire Advisors (Maryland)'s DRA Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 784 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in DRA in Q4 2015 and held it in 7 quarters. The position peaked at $14K in Q2 2017. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

Wealthspire Advisors (Maryland) reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 784 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in Diversified Real Asset Income Fd in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Diversified Real Asset Income Fd position peaked at $14K in Q2 2017.
0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.