Selective Wealth Management’s TRI-Continental Corp TY Stock Holding History

Selective Wealth Management’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	-275	Closed	-$9K	–	618
2021 Q2	$9K	Hold	275	–	–	0.01%	359
2021 Q1	$9K	Hold	275	–	–	0.01%	271
2020 Q4	$8K	Hold	275	–	–	0.01%	266
2020 Q3	$7K	Hold	275	–	–	0.01%	230
2020 Q2	$7K	Hold	275	–	–	0.01%	271
2020 Q1	$6K	Hold	275	–	–	0.01%	192
2019 Q4	$8K	Hold	275	–	–	0.01%	180
2019 Q3	$7K	Buy	+275	New	+$7.42K	0.01%	199
2018 Q3	$8K	Buy	+275	New	+$7.56K	0.1%	98

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