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Monetary Management Group’s TRI-Continental Corp TY Stock Holding History

Monetary Management 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
2018
Q2 		– Sell
-214
Closed -$6K – 321
2018
Q1 		$6K Buy
+214
New +$5.81K ﹤0.01% 311
2017
Q4 		– Sell
-212
Closed -$5K – 315
2017
Q3 		$5K Buy
+212
New +$5.29K ﹤0.01% 301
2016
Q1 		– Sell
-212
Closed -$4K – 327
2015
Q4 		$4K Buy
+212
New +$4.29K ﹤0.01% 321

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Monetary Management Group's TY Position: Q2 2018 in Review

Monetary Management Group sold out of TRI-Continental Corp (TY) in Q2 2018, closing a stake of 214 shares — an estimated $6K sold.

Monetary Management Group first reported a position in TY in Q4 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 105 funds tracked by Wall St. Rank hold TY as of Q2 2018.

  • Monetary Management Group reported no remaining TRI-Continental Corp position as of Q2 2018 after selling out during the quarter.
  • Monetary Management Group sold 214 TRI-Continental Corp shares in Q2 2018, an estimated $6K.
  • Monetary Management Group first reported a position in TRI-Continental Corp in Q4 2015 and held it in 3 quarters.
  • Monetary Management Group's TRI-Continental Corp position peaked at $6K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2018.

Based on Monetary Management Group's 13F filing for Q2 2018, filed 13 Aug 2018.