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Sunbelt Securities’s TRI-Continental Corp TY Stock Holding History

Sunbelt Securities’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
-7,737
Closed -$218K – 633
2019
Q4 		$218K Buy
7,737
+296
+4% +$8.22K 0.02% 522
2019
Q3 		$203K Buy
+7,441
New +$201K 0.02% 516

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

Sunbelt Securities's TY Position: Q1 2020 in Review

Sunbelt Securities sold out of TRI-Continental Corp (TY) in Q1 2020, closing a stake of 7,737 shares — an estimated $218K sold.

Sunbelt Securities first reported a position in TY in Q3 2019 and held it in 2 quarters. The position peaked at $218K in Q4 2019. 96 funds tracked by Wall St. Rank hold TY as of Q1 2020.

  • Sunbelt Securities reported no remaining TRI-Continental Corp position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 7,737 TRI-Continental Corp shares in Q1 2020, an estimated $218K.
  • Sunbelt Securities first reported a position in TRI-Continental Corp in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's TRI-Continental Corp position peaked at $218K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.