Sandy Spring Bank’s TRI-Continental Corp TY Stock Holding History

Sandy Spring Bank’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 Q4	–	Sell	-1,609	Closed	-$45K	–	802
2018 Q3	$45K	Hold	1,609	–	–	﹤0.01%	474
2018 Q2	$43K	Hold	1,609	–	–	﹤0.01%	483
2018 Q1	$42K	Hold	1,609	–	–	﹤0.01%	496
2017 Q4	$43K	Hold	1,609	–	–	﹤0.01%	468
2017 Q3	$41K	Hold	1,609	–	–	﹤0.01%	476
2017 Q2	$39K	Hold	1,609	–	–	﹤0.01%	490
2017 Q1	$37K	Hold	1,609	–	–	﹤0.01%	497
2016 Q4	$35K	Hold	1,609	–	–	﹤0.01%	491
2016 Q3	$34K	Hold	1,609	–	–	﹤0.01%	494
2016 Q2	$33K	Hold	1,609	–	–	﹤0.01%	503
2016 Q1	$32K	Hold	1,609	–	–	﹤0.01%	509
2015 Q4	$32K	Hold	1,609	–	–	﹤0.01%	486
2015 Q3	$31K	Hold	1,609	–	–	﹤0.01%	498
2015 Q2	$34K	Hold	1,609	–	–	﹤0.01%	508
2015 Q1	$35K	Buy	+1,609	New	+$34.6K	﹤0.01%	499

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

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

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

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return