MGO One Seven’s TRI-Continental Corp TY Stock Holding History

MGO One Seven’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
2026 Q1	$484K	Sell	15,330 -6,520	-30%	-$213K	0.01%	920
2025 Q4	$714K	Buy	21,850 +704	+3%	+$23.8K	0.01%	745
2025 Q3	$719K	Buy	21,146 +45	+0.2%	+$1.49K	0.02%	680
2025 Q2	$668K	Buy	21,101 +584	+3%	+$17.7K	0.02%	619
2025 Q1	$629K	Sell	20,517 -2,167	-10%	-$69K	0.02%	563
2024 Q4	$719K	Sell	22,684 -226	-1%	-$7.51K	0.03%	529
2024 Q3	$757K	Sell	22,910 -43	-0.2%	-$1.36K	0.03%	473
2024 Q2	$711K	Sell	22,953 -655	-3%	-$19.9K	0.03%	451
2024 Q1	$727K	Buy	23,608 +235	+1%	+$6.91K	0.04%	419
2023 Q4	$674K	Buy	+23,373	New	+$635K	0.04%	432
2019 Q1	–	Sell	-2,227	Closed	-$52K	–	1555
2018 Q4	$52K	Buy	+2,227	New	+$57.3K	0.02%	627
2018 Q1	$20K	Sell	749 -4	-0.5%	-$109	0.01%	867
2017 Q4	$20K	Buy	+753	New	+$19.7K	0.01%	871

Other funds holding TY

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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