United Capital Financial Advisors’s TRI-Continental Corp TY Stock Holding History

United Capital Financial 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
2022 Q2	–	Sell	-6,744	Closed	-$208K	–	1197
2022 Q1	$208K	Hold	6,744	–	–	﹤0.01%	1102
2021 Q4	$224K	Hold	6,744	–	–	﹤0.01%	1116
2021 Q3	$225K	Hold	6,744	–	–	﹤0.01%	1101
2021 Q2	$230K	Hold	6,744	–	–	﹤0.01%	1116
2021 Q1	$219K	Buy	+6,744	New	+$208K	﹤0.01%	1090
2015 Q3	–	Sell	-166,089	Closed	-$3.52M	–	1315
2015 Q2	$3.52M	Sell	166,089 -23,077	-12%	-$503K	0.04%	443
2015 Q1	$4.12M	Buy	189,166 +96,536	+104%	+$2.08M	0.05%	374
2014 Q4	$1.98M	Buy	+92,630	New	+$1.95M	0.03%	475

Other funds holding TY

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

DBT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

United Capital Financial Advisors's TY Position: Q2 2022 in Review

United Capital Financial Advisors sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 6,744 shares — an estimated $208K sold.

United Capital Financial Advisors first reported a position in TY in Q4 2014 and held it in 8 quarters. The position peaked at $4.12M in Q1 2015. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

United Capital Financial Advisors reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 6,744 TRI-Continental Corp shares in Q2 2022, an estimated $208K.
United Capital Financial Advisors first reported a position in TRI-Continental Corp in Q4 2014 and held it in 8 quarters.
United Capital Financial Advisors's TRI-Continental Corp position peaked at $4.12M in Q1 2015.
121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.