LFG
TY icon

LifePlan Financial Group’s TRI-Continental Corp TY Stock Holding History

LifePlan Financial Group’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
2014
Q2 		– Sell
-354
Closed -$7K – 207
2014
Q1 		$7K Hold
354
– – 0.01% 199
2013
Q4 		$7K Hold
354
– – ﹤0.01% 181
2013
Q3 		$6K Hold
354
– – ﹤0.01% 171
2013
Q2 		$6K Buy
+354
New +$6.38K 0.01% 140

Other funds holding TY

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifePlan Financial Group's TY Position: Q2 2014 in Review

LifePlan Financial Group sold out of TRI-Continental Corp (TY) in Q2 2014, closing a stake of 354 shares — an estimated $7K sold.

LifePlan Financial Group first reported a position in TY in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q1 2014. 66 funds tracked by Wall St. Rank hold TY as of Q2 2014.

  • LifePlan Financial Group reported no remaining TRI-Continental Corp position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 354 TRI-Continental Corp shares in Q2 2014, an estimated $7K.
  • LifePlan Financial Group first reported a position in TRI-Continental Corp in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's TRI-Continental Corp position peaked at $7K in Q1 2014.
  • 66 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.