Guidant Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

Guidant Wealth 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
2019 Q3	$71K	Buy	2,605 +7	+0.3%	+$189	0.03%	157
2019 Q2	$70K	Buy	2,598 +17	+0.7%	+$455	0.03%	159
2019 Q1	$68K	Buy	2,581 +7	+0.3%	+$179	0.03%	165
2018 Q4	$60K	Buy	2,574 +85	+3%	+$2.19K	0.03%	120
2018 Q3	$69K	Buy	2,489 +6	+0.2%	+$165	0.03%	71
2018 Q2	$65K	Buy	2,483 +20	+0.8%	+$538	0.03%	67
2018 Q1	$63K	Buy	2,463 +5	+0.2%	+$136	0.03%	71
2017 Q4	$67K	Buy	2,458 +10	+0.4%	+$262	0.03%	71
2017 Q3	$63K	Buy	2,448 +6	+0.2%	+$150	0.04%	64
2017 Q2	$59K	Buy	2,442 +6	+0.2%	+$143	0.03%	104
2017 Q1	$56K	Buy	+2,436	New	+$55.7K	0.03%	107

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 New York $60.8B AUM 22.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's TY Position: Q3 2019 in Review

Guidant Wealth Advisors increased its TRI-Continental Corp (TY) stake by 0.27% in Q3 2019, buying an estimated $189 and bringing the position to 2,605 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #157.

Guidant Wealth Advisors first reported a position in TY in Q1 2017 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold TY as of Q3 2019.

Guidant Wealth Advisors held 2,605 shares of TRI-Continental Corp worth $71K as of Q3 2019.
Guidant Wealth Advisors bought 7 TRI-Continental Corp shares in Q3 2019, an estimated $189.
TRI-Continental Corp made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #157 holding.
Guidant Wealth Advisors first reported a position in TRI-Continental Corp in Q1 2017 and has held it in 11 quarters since.
103 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.