Creative Financial Designs’s TRI-Continental Corp TY Stock Holding History

Creative Financial Designs’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
2024 Q1	–	Sell	-55	Closed	-$1.59K	–	1729
2023 Q4	$1.59K	Buy	+55	New	+$1.49K	﹤0.01%	1459
2018 Q1	–	Sell	-500	Closed	-$13K	–	756
2017 Q4	$13K	Hold	500	–	–	0.01%	382
2017 Q3	$13K	Hold	500	–	–	0.01%	389
2017 Q2	$12K	Hold	500	–	–	0.01%	393
2017 Q1	$12K	Hold	500	–	–	0.01%	383
2016 Q4	$11K	Buy	+500	New	+$10.7K	0.01%	387

Other funds holding TY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Creative Financial Designs's TY Position: Q1 2024 in Review

Creative Financial Designs sold out of TRI-Continental Corp (TY) in Q1 2024, closing a stake of 55 shares — an estimated $1.59K sold.

Creative Financial Designs first reported a position in TY in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 130 funds tracked by Wall St. Rank hold TY as of Q1 2024.

Creative Financial Designs reported no remaining TRI-Continental Corp position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 55 TRI-Continental Corp shares in Q1 2024, an estimated $1.59K.
Creative Financial Designs first reported a position in TRI-Continental Corp in Q4 2016 and held it in 6 quarters.
Creative Financial Designs's TRI-Continental Corp position peaked at $13K in Q4 2017.
130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.