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Doliver Advisors’s TRI-Continental Corp TY Stock Holding History

Doliver Advisors’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
Q3 		– Sell
-26,912
Closed -$713K – 298
2018
Q2 		$713K Buy
+26,912
New +$723K 0.3% 51
2016
Q2 		– Sell
-14,121
Closed -$282K – 216
2016
Q1 		$282K Sell
14,121
-751
-5% -$14.2K 0.25% 103
2015
Q4 		$298K Buy
14,872
+950
+7% +$19.2K 0.24% 96
2015
Q3 		$271K Sell
13,922
-42,483
-75% -$875K 0.2% 137
2015
Q2 		$1.2M Buy
56,405
+10,555
+23% +$230K 0.8% 28
2015
Q1 		$994K Sell
45,850
-32,908
-42% -$708K 0.64% 48
2014
Q4 		$1.69M Sell
78,758
-22,858
-22% -$481K 1.18% 16
2014
Q3 		$2.12M Sell
101,616
-5,197
-5% -$110K 1.46% 4
2014
Q2 		$2.24M Sell
106,813
-20,483
-16% -$419K 1.95% 1
2014
Q1 		$2.56M Sell
127,296
-18,020
-12% -$355K 1.68% 5
2013
Q4 		$2.9M Buy
145,316
+60,943
+72% +$1.17M 1.85% 3
2013
Q3 		$1.55M Sell
84,373
-3,593
-4% -$66.3K 0.95% 6
2013
Q2 		$1.57M Buy
+87,966
New +$1.59M 0.93% 7

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Lazard Asset Management
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Doliver Advisors's TY Position: Q3 2018 in Review

Doliver Advisors sold out of TRI-Continental Corp (TY) in Q3 2018, closing a stake of 26,912 shares — an estimated $713K sold.

Doliver Advisors first reported a position in TY in Q2 2013 and held it in 13 quarters. The position peaked at $2.9M in Q4 2013. 106 funds tracked by Wall St. Rank hold TY as of Q3 2018.

  • Doliver Advisors reported no remaining TRI-Continental Corp position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 26,912 TRI-Continental Corp shares in Q3 2018, an estimated $713K.
  • Doliver Advisors first reported a position in TRI-Continental Corp in Q2 2013 and held it in 13 quarters.
  • Doliver Advisors's TRI-Continental Corp position peaked at $2.9M in Q4 2013.
  • 106 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.