Brinker Capital Investments’s TRI-Continental Corp TY Stock Holding History

Brinker Capital Investments’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
2020 Q1	–	Sell	-78	Closed	-$2K	–	718
2019 Q4	$2K	Hold	78	–	–	﹤0.01%	757
2019 Q3	$2K	Hold	78	–	–	﹤0.01%	705
2019 Q2	$2K	Hold	78	–	–	﹤0.01%	891
2019 Q1	$2K	Buy	+78	New	+$2K	﹤0.01%	789

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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Brinker Capital Investments's TY Position: Q1 2020 in Review

Brinker Capital Investments sold out of TRI-Continental Corp (TY) in Q1 2020, closing a stake of 78 shares — an estimated $2K sold.

Brinker Capital Investments first reported a position in TY in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 96 funds tracked by Wall St. Rank hold TY as of Q1 2020.

Brinker Capital Investments reported no remaining TRI-Continental Corp position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 78 TRI-Continental Corp shares in Q1 2020, an estimated $2K.
Brinker Capital Investments first reported a position in TRI-Continental Corp in Q1 2019 and held it in 4 quarters.
Brinker Capital Investments's TRI-Continental Corp position peaked at $2K in Q4 2019.
96 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.