KCM
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Karp Capital Management’s TRI-Continental Corp TY Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-2,114
Closed -$50K – 354
2018
Q4 		$50K Buy
+2,114
New +$54.4K 0.02% 138

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Karp Capital Management's TY Position: Q1 2019 in Review

Karp Capital Management sold out of TRI-Continental Corp (TY) in Q1 2019, closing a stake of 2,114 shares — an estimated $50K sold.

Karp Capital Management first reported a position in TY in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 104 funds tracked by Wall St. Rank hold TY as of Q1 2019.

  • Karp Capital Management reported no remaining TRI-Continental Corp position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 2,114 TRI-Continental Corp shares in Q1 2019, an estimated $50K.
  • Karp Capital Management first reported a position in TRI-Continental Corp in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's TRI-Continental Corp position peaked at $50K in Q4 2018.
  • 104 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.