MML Investors Services
TY icon

MML Investors Services’s TRI-Continental Corp TY Stock Holding History

MML Investors 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
2019
Q3 		– Sell
-24,755
Closed -$668K – 1601
2019
Q2 		$668K Sell
24,755
-12,382
-33% -$331K 0.01% 896
2019
Q1 		$977K Sell
37,137
-18,535
-33% -$475K 0.02% 708
2018
Q4 		$1.31M Buy
55,672
+2,906
+6% +$74.8K 0.02% 568
2018
Q3 		$1.47M Buy
52,766
+23,483
+80% +$645K 0.02% 548
2018
Q2 		$776K Buy
+29,283
New +$787K 0.02% 665

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

MML Investors Services's TY Position: Q3 2019 in Review

MML Investors Services sold out of TRI-Continental Corp (TY) in Q3 2019, closing a stake of 24,755 shares — an estimated $668K sold.

MML Investors Services first reported a position in TY in Q2 2018 and held it in 5 quarters. The position peaked at $1.47M in Q3 2018. 103 funds tracked by Wall St. Rank hold TY as of Q3 2019.

  • MML Investors Services reported no remaining TRI-Continental Corp position as of Q3 2019 after selling out during the quarter.
  • MML Investors Services sold 24,755 TRI-Continental Corp shares in Q3 2019, an estimated $668K.
  • MML Investors Services first reported a position in TRI-Continental Corp in Q2 2018 and held it in 5 quarters.
  • MML Investors Services's TRI-Continental Corp position peaked at $1.47M in Q3 2018.
  • 103 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2019.

Based on MML Investors Services's 13F filing for Q3 2019, filed 14 Nov 2019.