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TCI Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

TCI Wealth 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
2017
Q1 		– Sell
-1,808
Closed -$40K – 1380
2016
Q4 		$40K Buy
+1,808
New +$38.8K 0.02% 362

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
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
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 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

TCI Wealth Advisors's TY Position: Q1 2017 in Review

TCI Wealth Advisors sold out of TRI-Continental Corp (TY) in Q1 2017, closing a stake of 1,808 shares — an estimated $40K sold.

TCI Wealth Advisors first reported a position in TY in Q4 2016 and held it in 1 quarter. The position peaked at $40K in Q4 2016. 85 funds tracked by Wall St. Rank hold TY as of Q1 2017.

  • TCI Wealth Advisors reported no remaining TRI-Continental Corp position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,808 TRI-Continental Corp shares in Q1 2017, an estimated $40K.
  • TCI Wealth Advisors first reported a position in TRI-Continental Corp in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's TRI-Continental Corp position peaked at $40K in Q4 2016.
  • 85 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.