JFA
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JNBA Financial Advisors’s TRI-Continental Corp TY Stock Holding History

JNBA Financial 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
Q4 		– Sell
-175
Closed -$5K – 719
2018
Q3 		$5K Buy
+175
New +$4.81K ﹤0.01% 431

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

JNBA Financial Advisors's TY Position: Q4 2018 in Review

JNBA Financial Advisors sold out of TRI-Continental Corp (TY) in Q4 2018, closing a stake of 175 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in TY in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 97 funds tracked by Wall St. Rank hold TY as of Q4 2018.

  • JNBA Financial Advisors reported no remaining TRI-Continental Corp position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 175 TRI-Continental Corp shares in Q4 2018, an estimated $5K.
  • JNBA Financial Advisors first reported a position in TRI-Continental Corp in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's TRI-Continental Corp position peaked at $5K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.