Zuckerman Investment Group’s TRI-Continental Corp TY Stock Holding History

Zuckerman Investment Group’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 Q4	–	Sell	-10,130	Closed	-$282K	–	64
2018 Q3	$282K	Hold	10,130	–	–	0.06%	56
2018 Q2	$269K	Buy	10,130 +85	+0.8%	+$2.29K	0.06%	52
2018 Q1	$264K	Hold	10,045	–	–	0.07%	52
2017 Q4	$271K	Hold	10,045	–	–	0.07%	51
2017 Q3	$257K	Hold	10,045	–	–	0.06%	48
2017 Q2	$245K	Sell	10,045 -10,130	-50%	-$241K	0.07%	49
2017 Q1	$466K	Sell	20,175 -19,025	-49%	-$435K	0.11%	48
2016 Q4	$864K	Hold	39,200	–	–	0.21%	34
2016 Q3	$838K	Buy	39,200 +12,000	+44%	+$255K	0.22%	30
2016 Q2	$559K	Buy	+27,200	New	+$551K	0.15%	37
2014 Q3	–	Sell	-51,525	Closed	-$1.08M	–	64
2014 Q2	$1.08M	Buy	+51,525	New	+$1.05M	0.23%	30

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 $696M AUM 17.73% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJFSA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

DBT

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zuckerman Investment Group's TY Position: Q4 2018 in Review

Zuckerman Investment Group sold out of TRI-Continental Corp (TY) in Q4 2018, closing a stake of 10,130 shares — an estimated $282K sold.

Zuckerman Investment Group first reported a position in TY in Q2 2014 and held it in 11 quarters. The position peaked at $1.08M in Q2 2014. 97 funds tracked by Wall St. Rank hold TY as of Q4 2018.

Zuckerman Investment Group reported no remaining TRI-Continental Corp position as of Q4 2018 after selling out during the quarter.
Zuckerman Investment Group sold 10,130 TRI-Continental Corp shares in Q4 2018, an estimated $282K.
Zuckerman Investment Group first reported a position in TRI-Continental Corp in Q2 2014 and held it in 11 quarters.
Zuckerman Investment Group's TRI-Continental Corp position peaked at $1.08M in Q2 2014.
97 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2018.

Based on Zuckerman Investment Group's 13F filing for Q4 2018, filed 13 Feb 2019.