CIAS
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Capital Investment Advisory Services’s TRI-Continental Corp TY Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-3,240
Closed -$88K – 1214
2019
Q3 		$88K Buy
+3,240
New +$87.5K 0.02% 425

Other funds holding TY

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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Capital Investment Advisory Services's TY Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of TRI-Continental Corp (TY) in Q4 2019, closing a stake of 3,240 shares — an estimated $88K sold.

Capital Investment Advisory Services first reported a position in TY in Q3 2019 and held it in 1 quarter. The position peaked at $88K in Q3 2019. 113 funds tracked by Wall St. Rank hold TY as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining TRI-Continental Corp position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,240 TRI-Continental Corp shares in Q4 2019, an estimated $88K.
  • Capital Investment Advisory Services first reported a position in TRI-Continental Corp in Q3 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's TRI-Continental Corp position peaked at $88K in Q3 2019.
  • 113 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.