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Curi RMB Capital’s TRI-Continental Corp TY Stock Holding History

Curi RMB Capital’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
-22,157
Closed -$618K – 988
2018
Q3 		$618K Sell
22,157
-23,147
-51% -$636K 0.02% 591
2018
Q2 		$1.2M Buy
+45,304
New +$1.22M 0.04% 459
2017
Q2 		– Sell
-17,218
Closed -$398K – 782
2017
Q1 		$398K Sell
17,218
-46,780
-73% -$1.07M 0.02% 405
2016
Q4 		$1.41M Sell
63,998
-6,911
-10% -$148K 0.09% 212
2016
Q3 		$1.52M Buy
70,909
+42,849
+153% +$911K 0.1% 212
2016
Q2 		$576K Buy
+28,060
New +$568K 0.04% 284

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 $696M AUM 17.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return