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

Legacy 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
2019
Q2 		– Sell
-308
Closed -$8K – 852
2019
Q1 		$8K Hold
308
– – ﹤0.01% 675
2018
Q4 		$7K Hold
308
– – ﹤0.01% 663
2018
Q3 		$8K Hold
308
– – ﹤0.01% 592
2018
Q2 		$8K Hold
308
– – ﹤0.01% 600
2018
Q1 		$8K Hold
308
– – ﹤0.01% 549
2017
Q4 		$8K Buy
+308
New +$8.07K ﹤0.01% 547

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Legacy Financial Advisors's TY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of TRI-Continental Corp (TY) in Q2 2019, closing a stake of 308 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in TY in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2019. 99 funds tracked by Wall St. Rank hold TY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining TRI-Continental Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 308 TRI-Continental Corp shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in TRI-Continental Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's TRI-Continental Corp position peaked at $8K in Q1 2019.
  • 99 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.