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RWA Wealth Partners’s TRI-Continental Corp TY Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-2,515
Closed -$67K – 662
2018
Q2 		$67K Hold
2,515
– – 0.01% 371
2018
Q1 		$66K Buy
+2,515
New +$68.3K 0.01% 310

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

RWA Wealth Partners's TY Position: Q3 2018 in Review

RWA Wealth Partners sold out of TRI-Continental Corp (TY) in Q3 2018, closing a stake of 2,515 shares — an estimated $67K sold.

RWA Wealth Partners first reported a position in TY in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q2 2018. 106 funds tracked by Wall St. Rank hold TY as of Q3 2018.

  • RWA Wealth Partners reported no remaining TRI-Continental Corp position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,515 TRI-Continental Corp shares in Q3 2018, an estimated $67K.
  • RWA Wealth Partners first reported a position in TRI-Continental Corp in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's TRI-Continental Corp position peaked at $67K in Q2 2018.
  • 106 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.