RFA
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Reilly Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Reilly Financial 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
2013
Q3 		– Sell
-401
Closed -$7K – 796
2013
Q2 		$7K Buy
+401
New +$7.23K ﹤0.01% 561

Other funds holding TY

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Reilly Financial Advisors's TY Position: Q3 2013 in Review

Reilly Financial Advisors sold out of TRI-Continental Corp (TY) in Q3 2013, closing a stake of 401 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in TY in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 57 funds tracked by Wall St. Rank hold TY as of Q3 2013.

  • Reilly Financial Advisors reported no remaining TRI-Continental Corp position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 401 TRI-Continental Corp shares in Q3 2013, an estimated $7K.
  • Reilly Financial Advisors first reported a position in TRI-Continental Corp in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's TRI-Continental Corp position peaked at $7K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.