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Avantax Planning Partners’s TRI-Continental Corp TY Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-2,831
Closed -$74K – 1394
2018
Q1 		$74K Buy
+2,831
New +$76.8K 0.01% 459

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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Avantax Planning Partners's TY Position: Q2 2018 in Review

Avantax Planning Partners sold out of TRI-Continental Corp (TY) in Q2 2018, closing a stake of 2,831 shares — an estimated $74K sold.

Avantax Planning Partners first reported a position in TY in Q1 2018 and held it in 1 quarter. The position peaked at $74K in Q1 2018. 105 funds tracked by Wall St. Rank hold TY as of Q2 2018.

  • Avantax Planning Partners reported no remaining TRI-Continental Corp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,831 TRI-Continental Corp shares in Q2 2018, an estimated $74K.
  • Avantax Planning Partners first reported a position in TRI-Continental Corp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's TRI-Continental Corp position peaked at $74K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.