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	–	616
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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DBT

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Selective Wealth Management's TY Position: Q3 2021 in Review

Selective Wealth Management sold out of TRI-Continental Corp (TY) in Q3 2021, closing a stake of 275 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in TY in Q3 2018 and held it in 9 quarters. The position peaked at $9K in Q2 2021. 113 funds tracked by Wall St. Rank hold TY as of Q3 2021.

Selective Wealth Management reported no remaining TRI-Continental Corp position as of Q3 2021 after selling out during the quarter.
Selective Wealth Management sold 275 TRI-Continental Corp shares in Q3 2021, an estimated $9K.
Selective Wealth Management first reported a position in TRI-Continental Corp in Q3 2018 and held it in 9 quarters.
Selective Wealth Management's TRI-Continental Corp position peaked at $9K in Q2 2021.
113 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.