Sandy Spring Bank’s TRI-Continental Corp TY Stock Holding History

Sandy Spring Bank’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 Q4	–	Sell	-1,609	Closed	-$45K	–	802
2018 Q3	$45K	Hold	1,609	–	–	﹤0.01%	474
2018 Q2	$43K	Hold	1,609	–	–	﹤0.01%	483
2018 Q1	$42K	Hold	1,609	–	–	﹤0.01%	496
2017 Q4	$43K	Hold	1,609	–	–	﹤0.01%	468
2017 Q3	$41K	Hold	1,609	–	–	﹤0.01%	476
2017 Q2	$39K	Hold	1,609	–	–	﹤0.01%	490
2017 Q1	$37K	Hold	1,609	–	–	﹤0.01%	497
2016 Q4	$35K	Hold	1,609	–	–	﹤0.01%	491
2016 Q3	$34K	Hold	1,609	–	–	﹤0.01%	494
2016 Q2	$33K	Hold	1,609	–	–	﹤0.01%	503
2016 Q1	$32K	Hold	1,609	–	–	﹤0.01%	509
2015 Q4	$32K	Hold	1,609	–	–	﹤0.01%	486
2015 Q3	$31K	Hold	1,609	–	–	﹤0.01%	498
2015 Q2	$34K	Hold	1,609	–	–	﹤0.01%	508
2015 Q1	$35K	Buy	+1,609	New	+$34.6K	﹤0.01%	499

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 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandy Spring Bank's TY Position: Q4 2018 in Review

Sandy Spring Bank sold out of TRI-Continental Corp (TY) in Q4 2018, closing a stake of 1,609 shares — an estimated $45K sold.

Sandy Spring Bank first reported a position in TY in Q1 2015 and held it in 15 quarters. The position peaked at $45K in Q3 2018. 97 funds tracked by Wall St. Rank hold TY as of Q4 2018.

Sandy Spring Bank reported no remaining TRI-Continental Corp position as of Q4 2018 after selling out during the quarter.
Sandy Spring Bank sold 1,609 TRI-Continental Corp shares in Q4 2018, an estimated $45K.
Sandy Spring Bank first reported a position in TRI-Continental Corp in Q1 2015 and held it in 15 quarters.
Sandy Spring Bank's TRI-Continental Corp position peaked at $45K in Q3 2018.
97 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2018.

Based on Sandy Spring Bank's 13F filing for Q4 2018, filed 8 Feb 2019.