Pinnacle Wealth Planning Services’s TRI-Continental Corp TY Stock Holding History

Pinnacle Wealth Planning 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
2021 Q1	–	Sell	-2,581	Closed	-$76K	–	1832
2020 Q4	$76K	Buy	+2,581	New	+$72.2K	0.02%	593

Other funds holding TY

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's TY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of TRI-Continental Corp (TY) in Q1 2021, closing a stake of 2,581 shares — an estimated $76K sold.

Pinnacle Wealth Planning Services first reported a position in TY in Q4 2020 and held it in 1 quarter. The position peaked at $76K in Q4 2020. 117 funds tracked by Wall St. Rank hold TY as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining TRI-Continental Corp position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 2,581 TRI-Continental Corp shares in Q1 2021, an estimated $76K.
Pinnacle Wealth Planning Services first reported a position in TRI-Continental Corp in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's TRI-Continental Corp position peaked at $76K in Q4 2020.
117 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.