GW & Wade’s TRI-Continental Corp TY Stock Holding History

GW & Wade’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
2021 Q3	–	Sell	-7,528	Closed	-$257K	–	392
2021 Q2	$257K	Hold	7,528	–	–	0.01%	338
2021 Q1	$244K	Hold	7,528	–	–	0.01%	311
2020 Q4	$222K	Sell	7,528 -316	-4%	-$8.84K	0.01%	287
2020 Q3	$203K	Buy	+7,844	New	+$204K	0.02%	230
2020 Q1	–	Sell	-7,521	Closed	-$212K	–	241
2019 Q4	$212K	Hold	7,521	–	–	0.02%	225
2019 Q3	$205K	Hold	7,521	–	–	0.02%	220
2019 Q2	$203K	Buy	+7,521	New	+$201K	0.02%	224

Other funds holding TY

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Lazard Asset Management

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

Relative Value Partners Group $772M AUM 15.6% 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

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

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