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WealthPLAN Partners’s TRI-Continental Corp TY Stock Holding History

WealthPLAN Partners’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 		$4.01K Buy
+600
New +$12.1K ﹤0.01% 1379
2015
Q2 		$4K Hold
200
– – ﹤0.01% 355
2015
Q1 		$4K Buy
+200
New +$4.3K ﹤0.01% 447

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

WealthPLAN Partners's TY Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in TRI-Continental Corp (TY) in Q4 2015: 600 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in TY as recently as Q2 2015.

WealthPLAN Partners first reported a position in TY in Q1 2015 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold TY as of Q4 2015.

  • WealthPLAN Partners held 600 shares of TRI-Continental Corp worth $4.01K as of Q4 2015.
  • TRI-Continental Corp was a new WealthPLAN Partners position in Q4 2015.
  • TRI-Continental Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1379 holding.
  • WealthPLAN Partners first reported a position in TRI-Continental Corp in Q1 2015 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.