C-J Advisory’s TRI-Continental Corp TY Stock Holding History

C-J Advisory’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 Q2	–	Sell	-1,606	Closed	-$43K	–	185
2019 Q1	$43K	Buy	+1,606	New	+$41.2K	0.03%	54

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

C-J Advisory's TY Position: Q2 2019 in Review

C-J Advisory sold out of TRI-Continental Corp (TY) in Q2 2019, closing a stake of 1,606 shares — an estimated $43K sold.

C-J Advisory first reported a position in TY in Q1 2019 and held it in 1 quarter. The position peaked at $43K in Q1 2019. 99 funds tracked by Wall St. Rank hold TY as of Q2 2019.

C-J Advisory reported no remaining TRI-Continental Corp position as of Q2 2019 after selling out during the quarter.
C-J Advisory sold 1,606 TRI-Continental Corp shares in Q2 2019, an estimated $43K.
C-J Advisory first reported a position in TRI-Continental Corp in Q1 2019 and held it in 1 quarter.
C-J Advisory's TRI-Continental Corp position peaked at $43K in Q1 2019.
99 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2019.

Based on C-J Advisory's 13F filing for Q2 2019, filed 3 Jul 2019.