Cetera Advisor Networks’s TRI-Continental Corp TY Stock Holding History

Cetera Advisor Networks’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
2022 Q1	–	Sell	-18,437	Closed	-$612K	–	2181
2021 Q4	$612K	Sell	18,437 -2,897	-14%	-$99.7K	0.01%	1161
2021 Q3	$712K	Buy	21,334 +4,392	+26%	+$150K	0.01%	1002
2021 Q2	$578K	Buy	16,942 +188	+1%	+$6.37K	0.01%	1098
2021 Q1	$543K	Sell	16,754 -634	-4%	-$19.6K	0.01%	833
2020 Q4	$512K	Sell	17,388 -879	-5%	-$24.6K	0.01%	780
2020 Q3	$474K	Sell	18,267 -1,084	-6%	-$28.2K	0.01%	730
2020 Q2	$478K	Sell	19,351 -22,395	-54%	-$529K	0.01%	713
2020 Q1	$873K	Buy	41,746 +202	+0.5%	+$5.28K	0.03%	442
2019 Q4	$1.17M	Buy	41,544 +2,929	+8%	+$81.4K	0.03%	450
2019 Q3	$1.05M	Sell	38,615 -6,247	-14%	-$169K	0.03%	453
2019 Q2	$1.21M	Buy	44,862 +5,125	+13%	+$137K	0.04%	397
2019 Q1	$1.05M	Buy	39,737 +13,470	+51%	+$345K	0.03%	410
2018 Q4	$622K	Buy	26,267 +517	+2%	+$13.3K	0.02%	513
2018 Q3	$717K	Buy	+25,750	New	+$708K	0.02%	518
2018 Q1	–	Sell	-18,842	Closed	-$508K	–	985
2017 Q4	$508K	Sell	18,842 -102	-0.5%	-$2.67K	0.02%	562
2017 Q3	$485K	Buy	18,944 +183	+1%	+$4.56K	0.02%	529
2017 Q2	$456K	Buy	18,761 +756	+4%	+$18K	0.02%	543
2017 Q1	$414K	Buy	18,005 +4,897	+37%	+$112K	0.02%	576
2016 Q4	$291K	Buy	+13,108	New	+$281K	0.02%	662
2015 Q3	–	Sell	-10,990	Closed	-$239K	–	894
2015 Q2	$239K	Hold	10,990	–	–	0.02%	702
2015 Q1	$239K	Sell	10,990 -2,402	-18%	-$51.7K	0.02%	706
2014 Q4	$285K	Sell	13,392 -650	-5%	-$13.7K	0.02%	618
2014 Q3	$293K	Sell	14,042 -30,503	-68%	-$643K	0.02%	616
2014 Q2	$931K	Buy	44,545 +3,718	+9%	+$76K	0.06%	323
2014 Q1	$817K	Sell	40,827 -7,100	-15%	-$140K	0.06%	313
2013 Q4	$958K	Buy	47,927 +650	+1%	+$12.5K	0.07%	272
2013 Q3	$861K	Buy	47,277 +4,554	+11%	+$84K	0.07%	260
2013 Q2	$767K	Buy	+42,723	New	+$770K	0.08%	244

Other funds holding TY

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return