PO
TY icon

Private Ocean’s TRI-Continental Corp TY Stock Holding History

Private Ocean’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
Q4 		– Sell
-300
Closed -$10K – 624
2021
Q3 		$10K Buy
+300
New +$10.3K ﹤0.01% 428

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Ocean's TY Position: Q4 2021 in Review

Private Ocean sold out of TRI-Continental Corp (TY) in Q4 2021, closing a stake of 300 shares — an estimated $10K sold.

Private Ocean first reported a position in TY in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 142 funds tracked by Wall St. Rank hold TY as of Q4 2021.

  • Private Ocean reported no remaining TRI-Continental Corp position as of Q4 2021 after selling out during the quarter.
  • Private Ocean sold 300 TRI-Continental Corp shares in Q4 2021, an estimated $10K.
  • Private Ocean first reported a position in TRI-Continental Corp in Q3 2021 and held it in 1 quarter.
  • Private Ocean's TRI-Continental Corp position peaked at $10K in Q3 2021.
  • 142 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2021.

Based on Private Ocean's 13F filing for Q4 2021, filed 25 Jan 2022.