Baystate Wealth Management’s TRI-Continental Corp TY Stock Holding History

Baystate Wealth Management’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
2019 Q1	–	Sell	-167	Closed	-$4K	–	707
2018 Q4	$4K	Buy	167 +6	+4%	+$154	﹤0.01%	470
2018 Q3	$4K	Buy	161 +1	+0.6%	+$27	﹤0.01%	476
2018 Q2	$4K	Buy	160 +3	+2%	+$81	﹤0.01%	491
2018 Q1	$4K	Hold	157	–	–	﹤0.01%	456
2017 Q4	$4K	Hold	157	–	–	﹤0.01%	455
2017 Q3	$4K	Sell	157 -1	-0.6%	-$25	﹤0.01%	447
2017 Q2	$4K	Buy	158 +1	+0.6%	+$24	﹤0.01%	441
2017 Q1	$4K	Buy	157 +2	+1%	+$46	﹤0.01%	412
2016 Q4	$3K	Buy	+155	New	+$3.33K	﹤0.01%	392

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Baystate Wealth Management's TY Position: Q1 2019 in Review

Baystate Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2019, closing a stake of 167 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in TY in Q4 2016 and held it in 9 quarters. The position peaked at $4K in Q4 2018. 104 funds tracked by Wall St. Rank hold TY as of Q1 2019.

Baystate Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2019 after selling out during the quarter.
Baystate Wealth Management sold 167 TRI-Continental Corp shares in Q1 2019, an estimated $4K.
Baystate Wealth Management first reported a position in TRI-Continental Corp in Q4 2016 and held it in 9 quarters.
Baystate Wealth Management's TRI-Continental Corp position peaked at $4K in Q4 2018.
104 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.