RWA Wealth Partners’s TRI-Continental Corp TY Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-2,515	Closed	-$67K	–	662
2018 Q2	$67K	Hold	2,515	–	–	0.01%	371
2018 Q1	$66K	Buy	+2,515	New	+$68.3K	0.01%	310

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Lazard Asset Management

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

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

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

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