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Formidable Asset Management’s TRI-Continental Corp TY Stock Holding History

Formidable Asset Management’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
2015
Q4 		– Sell
-1,250
Closed -$24K – 603
2015
Q3 		$24K Buy
+1,250
New +$25.7K 0.02% 296

Other funds holding TY

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Formidable Asset Management's TY Position: Q4 2015 in Review

Formidable Asset Management sold out of TRI-Continental Corp (TY) in Q4 2015, closing a stake of 1,250 shares — an estimated $24K sold.

Formidable Asset Management first reported a position in TY in Q3 2015 and held it in 1 quarter. The position peaked at $24K in Q3 2015. 71 funds tracked by Wall St. Rank hold TY as of Q4 2015.

  • Formidable Asset Management reported no remaining TRI-Continental Corp position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 1,250 TRI-Continental Corp shares in Q4 2015, an estimated $24K.
  • Formidable Asset Management first reported a position in TRI-Continental Corp in Q3 2015 and held it in 1 quarter.
  • Formidable Asset Management's TRI-Continental Corp position peaked at $24K in Q3 2015.
  • 71 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.