HIS
TY icon

Harvest Investment Services’s TRI-Continental Corp TY Stock Holding History

Harvest Investment 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
2020
Q1 		– Sell
-11,241
Closed -$316K – 164
2019
Q4 		$316K Hold
11,241
– – 0.17% 97
2019
Q3 		$303K Sell
11,241
-942
-8% -$25.4K 0.15% 111
2019
Q2 		$331K Hold
12,183
– – 0.19% 101
2019
Q1 		$323K Hold
12,183
– – 0.19% 103
2018
Q4 		$304K Buy
+12,183
New +$314K 0.28% 78

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harvest Investment Services's TY Position: Q1 2020 in Review

Harvest Investment Services sold out of TRI-Continental Corp (TY) in Q1 2020, closing a stake of 11,241 shares — an estimated $316K sold.

Harvest Investment Services first reported a position in TY in Q4 2018 and held it in 5 quarters. The position peaked at $331K in Q2 2019. 96 funds tracked by Wall St. Rank hold TY as of Q1 2020.

  • Harvest Investment Services reported no remaining TRI-Continental Corp position as of Q1 2020 after selling out during the quarter.
  • Harvest Investment Services sold 11,241 TRI-Continental Corp shares in Q1 2020, an estimated $316K.
  • Harvest Investment Services first reported a position in TRI-Continental Corp in Q4 2018 and held it in 5 quarters.
  • Harvest Investment Services's TRI-Continental Corp position peaked at $331K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.