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

US 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
2015
Q4 		– Sell
-1,649
Closed -$32K – 670
2015
Q3 		$32K Buy
+1,649
New +$34K 0.05% 158

Other funds holding TY

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

US Financial Advisors's TY Position: Q4 2015 in Review

US Financial Advisors sold out of TRI-Continental Corp (TY) in Q4 2015, closing a stake of 1,649 shares — an estimated $32K sold.

US Financial Advisors first reported a position in TY in Q3 2015 and held it in 1 quarter. The position peaked at $32K in Q3 2015. 71 funds tracked by Wall St. Rank hold TY as of Q4 2015.

  • US Financial Advisors reported no remaining TRI-Continental Corp position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 1,649 TRI-Continental Corp shares in Q4 2015, an estimated $32K.
  • US Financial Advisors first reported a position in TRI-Continental Corp in Q3 2015 and held it in 1 quarter.
  • US Financial Advisors's TRI-Continental Corp position peaked at $32K in Q3 2015.
  • 71 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.