Monetary Management Group’s TRI-Continental Corp TY Stock Holding History

Monetary Management 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 Q2	–	Sell	-214	Closed	-$6K	–	321
2018 Q1	$6K	Buy	+214	New	+$5.81K	﹤0.01%	311
2017 Q4	–	Sell	-212	Closed	-$5K	–	315
2017 Q3	$5K	Buy	+212	New	+$5.29K	﹤0.01%	301
2016 Q1	–	Sell	-212	Closed	-$4K	–	327
2015 Q4	$4K	Buy	+212	New	+$4.29K	﹤0.01%	321

Other funds holding TY

Relative Value Partners Group $772M AUM 15.6% 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

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

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

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

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return