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Carroll Financial Associates’s TRI-Continental Corp TY Stock Holding History

Carroll Financial Associates’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
-263
Closed -$7K – 1673
2019
Q4 		$7K Buy
+263
New +$7.31K ﹤0.01% 1188

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Raymond James Financial Services Advisors
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DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Carroll Financial Associates's TY Position: Q1 2020 in Review

Carroll Financial Associates sold out of TRI-Continental Corp (TY) in Q1 2020, closing a stake of 263 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in TY in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 96 funds tracked by Wall St. Rank hold TY as of Q1 2020.

  • Carroll Financial Associates reported no remaining TRI-Continental Corp position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 263 TRI-Continental Corp shares in Q1 2020, an estimated $7K.
  • Carroll Financial Associates first reported a position in TRI-Continental Corp in Q4 2019 and held it in 1 quarter.
  • Carroll Financial Associates's TRI-Continental Corp position peaked at $7K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.