CFD
TY icon

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 – 1739
2023
Q4 		$1.59K Buy
+55
New +$1.49K ﹤0.01% 1459
2018
Q1 		– Sell
-500
Closed -$13K – 760
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HB
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