Chicago Partners Investment Group’s TRI-Continental Corp TY Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-3,468	Closed	-$88K	–	879
2018 Q3	$88K	Buy	3,468 +1,091	+46%	+$30K	0.01%	433
2018 Q2	$63K	Hold	2,377	–	–	0.01%	448
2018 Q1	$63K	Hold	2,377	–	–	0.01%	417
2017 Q4	$64K	Hold	2,377	–	–	0.01%	419
2017 Q3	$61K	Buy	+2,377	New	+$59.3K	0.01%	407
2017 Q2	–	Sell	-2,377	Closed	-$55K	–	783
2017 Q1	$55K	Hold	2,377	–	–	0.02%	307
2016 Q4	$52K	Hold	2,377	–	–	0.02%	297
2016 Q3	$51K	Hold	2,377	–	–	0.02%	297
2016 Q2	$49K	Hold	2,377	–	–	0.02%	252
2016 Q1	$47K	Hold	2,377	–	–	0.02%	233
2015 Q4	$48K	Hold	2,377	–	–	0.02%	286
2015 Q3	$46K	Hold	2,377	–	–	0.03%	231
2015 Q2	$50K	Sell	2,377 -31	-1%	-$676	0.02%	232
2015 Q1	$52K	Buy	2,408 +31	+1%	+$667	0.02%	218
2014 Q4	$51K	Buy	+2,377	New	+$50.1K	0.02%	223

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Chicago Partners Investment Group's TY Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of TRI-Continental Corp (TY) in Q4 2018, closing a stake of 3,468 shares — an estimated $88K sold.

Chicago Partners Investment Group first reported a position in TY in Q4 2014 and held it in 15 quarters. The position peaked at $88K in Q3 2018. 97 funds tracked by Wall St. Rank hold TY as of Q4 2018.

Chicago Partners Investment Group reported no remaining TRI-Continental Corp position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 3,468 TRI-Continental Corp shares in Q4 2018, an estimated $88K.
Chicago Partners Investment Group first reported a position in TRI-Continental Corp in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's TRI-Continental Corp position peaked at $88K in Q3 2018.
97 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.