Schroder Investment Management Group
TY icon

Schroder Investment Management Group’s TRI-Continental Corp TY Stock Holding History

Schroder Investment Management Group’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
2017
Q2 		– Sell
-1,965
Closed -$45K – 1345
2017
Q1 		$45K Hold
1,965
– – ﹤0.01% 1169
2016
Q4 		$43K Buy
+1,965
New +$42.2K ﹤0.01% 1093

Other funds holding TY

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group's TY Position: Q2 2017 in Review

Schroder Investment Management Group sold out of TRI-Continental Corp (TY) in Q2 2017, closing a stake of 1,965 shares — an estimated $45K sold.

Schroder Investment Management Group first reported a position in TY in Q4 2016 and held it in 2 quarters. The position peaked at $45K in Q1 2017. 85 funds tracked by Wall St. Rank hold TY as of Q2 2017.

  • Schroder Investment Management Group reported no remaining TRI-Continental Corp position as of Q2 2017 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,965 TRI-Continental Corp shares in Q2 2017, an estimated $45K.
  • Schroder Investment Management Group first reported a position in TRI-Continental Corp in Q4 2016 and held it in 2 quarters.
  • Schroder Investment Management Group's TRI-Continental Corp position peaked at $45K in Q1 2017.
  • 85 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2017.

Based on Schroder Investment Management Group's 13F filing for Q2 2017, filed 10 Aug 2017.