Archford Capital Strategies’s TRI-Continental Corp TY Stock Holding History

Archford Capital Strategies’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-521	Closed	-$14K	–	496
2019 Q2	$14K	Buy	521 +2	+0.4%	+$54	0.01%	382
2019 Q1	$14K	Hold	519	–	–	0.01%	366
2018 Q4	$12K	Buy	519 +15	+3%	+$386	﹤0.01%	364
2018 Q3	$14K	Hold	504	–	–	0.01%	396
2018 Q2	$13K	Buy	+504	New	+$13.5K	﹤0.01%	406

Other funds holding TY

RVPG

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DBT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Archford Capital Strategies's TY Position: Q3 2019 in Review

Archford Capital Strategies sold out of TRI-Continental Corp (TY) in Q3 2019, closing a stake of 521 shares — an estimated $14K sold.

Archford Capital Strategies first reported a position in TY in Q2 2018 and held it in 5 quarters. The position peaked at $14K in Q2 2019. 103 funds tracked by Wall St. Rank hold TY as of Q3 2019.

Archford Capital Strategies reported no remaining TRI-Continental Corp position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 521 TRI-Continental Corp shares in Q3 2019, an estimated $14K.
Archford Capital Strategies first reported a position in TRI-Continental Corp in Q2 2018 and held it in 5 quarters.
Archford Capital Strategies's TRI-Continental Corp position peaked at $14K in Q2 2019.
103 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.