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O'Brien Wealth Partners’s TRI-Continental Corp TY Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-480
Closed -$13K – 184
2018
Q3 		$13K Buy
+480
New +$13.2K 0.01% 121

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1CP
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DBT
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RJA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

O'Brien Wealth Partners's TY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of TRI-Continental Corp (TY) in Q4 2018, closing a stake of 480 shares — an estimated $13K sold.

O'Brien Wealth Partners first reported a position in TY in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 97 funds tracked by Wall St. Rank hold TY as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining TRI-Continental Corp position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 480 TRI-Continental Corp shares in Q4 2018, an estimated $13K.
  • O'Brien Wealth Partners first reported a position in TRI-Continental Corp in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's TRI-Continental Corp position peaked at $13K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.