TS Financial Group (TSFG)’s TRI-Continental Corp TY Stock Holding History

TS Financial Group (TSFG)’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
2019 Q4	–	Sell	-328	Closed	-$9K	–	847
2019 Q3	$9K	Buy	+328	New	+$8.85K	0.01%	434

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TS Financial Group (TSFG)'s TY Position: Q4 2019 in Review

TS Financial Group (TSFG) sold out of TRI-Continental Corp (TY) in Q4 2019, closing a stake of 328 shares — an estimated $9K sold.

TS Financial Group (TSFG) first reported a position in TY in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 113 funds tracked by Wall St. Rank hold TY as of Q4 2019.

TS Financial Group (TSFG) reported no remaining TRI-Continental Corp position as of Q4 2019 after selling out during the quarter.
TS Financial Group (TSFG) sold 328 TRI-Continental Corp shares in Q4 2019, an estimated $9K.
TS Financial Group (TSFG) first reported a position in TRI-Continental Corp in Q3 2019 and held it in 1 quarter.
TS Financial Group (TSFG)'s TRI-Continental Corp position peaked at $9K in Q3 2019.
113 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2019.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2019, filed 27 Jan 2020.