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Orion Portfolio Solutions’s TRI-Continental Corp TY Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-212
Closed -$5K – 1929
2020
Q2 		$5K Hold
212
– – ﹤0.01% 1496
2020
Q1 		$4K Sell
212
-23
-10% -$601 ﹤0.01% 1403
2019
Q4 		$7K Buy
+235
New +$6.53K ﹤0.01% 1155

Other funds holding TY

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Orion Portfolio Solutions's TY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of TRI-Continental Corp (TY) in Q3 2020, closing a stake of 212 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in TY in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 100 funds tracked by Wall St. Rank hold TY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining TRI-Continental Corp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 212 TRI-Continental Corp shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in TRI-Continental Corp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's TRI-Continental Corp position peaked at $7K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.