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Patten Group’s TRI-Continental Corp TY Stock Holding History

Patten 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
2019
Q1 		– Sell
-2,195
Closed -$52K – 506
2018
Q4 		$52K Buy
2,195
+66
+3% +$1.7K 0.02% 278
2018
Q3 		$59K Hold
2,129
– – 0.02% 298
2018
Q2 		$56K Buy
2,129
+17
+0.8% +$457 0.02% 307
2018
Q1 		$56K Hold
2,112
– – 0.02% 310
2017
Q4 		$57K Buy
2,112
+7
+0.3% +$183 0.02% 326
2017
Q3 		$54K Hold
2,105
– – 0.02% 320
2017
Q2 		$53K Hold
2,105
– – 0.02% 315
2017
Q1 		$49K Hold
2,105
– – 0.02% 314
2016
Q4 		$48K Buy
+2,105
New +$45.2K 0.02% 312

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patten Group's TY Position: Q1 2019 in Review

Patten Group sold out of TRI-Continental Corp (TY) in Q1 2019, closing a stake of 2,195 shares — an estimated $52K sold.

Patten Group first reported a position in TY in Q4 2016 and held it in 9 quarters. The position peaked at $59K in Q3 2018. 104 funds tracked by Wall St. Rank hold TY as of Q1 2019.

  • Patten Group reported no remaining TRI-Continental Corp position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 2,195 TRI-Continental Corp shares in Q1 2019, an estimated $52K.
  • Patten Group first reported a position in TRI-Continental Corp in Q4 2016 and held it in 9 quarters.
  • Patten Group's TRI-Continental Corp position peaked at $59K in Q3 2018.
  • 104 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.