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First Personal Financial Services’s TRI-Continental Corp TY Stock Holding History

First Personal Financial Services’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
-235
Closed -$7K – 694
2018
Q3 		$7K Buy
+235
New +$6.46K ﹤0.01% 562
2015
Q3 		– Sell
-200
Closed -$5K – 491
2015
Q2 		$5K Hold
200
– – ﹤0.01% 324
2015
Q1 		$5K Hold
200
– – ﹤0.01% 333
2014
Q4 		$4K Buy
+200
New +$4.21K ﹤0.01% 319

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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Personal Financial Services's TY Position: Q4 2018 in Review

First Personal Financial Services sold out of TRI-Continental Corp (TY) in Q4 2018, closing a stake of 235 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in TY in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 97 funds tracked by Wall St. Rank hold TY as of Q4 2018.

  • First Personal Financial Services reported no remaining TRI-Continental Corp position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 235 TRI-Continental Corp shares in Q4 2018, an estimated $7K.
  • First Personal Financial Services first reported a position in TRI-Continental Corp in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's TRI-Continental Corp position peaked at $7K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.