VIA
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Vantage Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Vantage Investment 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
2018
Q3 		$4K Hold
129
– – ﹤0.01% 662
2018
Q2 		$3K Hold
129
– – ﹤0.01% 688
2018
Q1 		$3K Hold
129
– – ﹤0.01% 714
2017
Q4 		$3K Buy
+129
New +$3.38K ﹤0.01% 737

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vantage Investment Advisors's TY Position: Q3 2018 in Review

Vantage Investment Advisors held its TRI-Continental Corp (TY) position steady in Q3 2018 at 129 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Vantage Investment Advisors first reported a position in TY in Q4 2017 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold TY as of Q3 2018.

  • Vantage Investment Advisors held 129 shares of TRI-Continental Corp worth $4K as of Q3 2018.
  • Vantage Investment Advisors left its TRI-Continental Corp share count unchanged in Q3 2018.
  • TRI-Continental Corp made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #662 holding.
  • Vantage Investment Advisors first reported a position in TRI-Continental Corp in Q4 2017 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.