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Realta Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-20
Closed -$1K – 1310
2019
Q4 		$1K Buy
+20
New +$556 ﹤0.01% 1554

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
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
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

Realta Investment Advisors's TY Position: Q1 2020 in Review

Realta Investment Advisors sold out of TRI-Continental Corp (TY) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in TY in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 96 funds tracked by Wall St. Rank hold TY as of Q1 2020.

  • Realta Investment Advisors reported no remaining TRI-Continental Corp position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 20 TRI-Continental Corp shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in TRI-Continental Corp in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's TRI-Continental Corp position peaked at $1K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.