Tower Research Capital (TRC)’s TRI-Continental Corp TY Stock Holding History

Tower Research Capital (TRC)’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
2025 Q1	–	Sell	-220	Closed	-$6.97K	–	5798
2024 Q4	$6.97K	Buy	+220	New	+$7.31K	﹤0.01%	4116
2024 Q1	–	Sell	-105	Closed	-$3.03K	–	6156
2023 Q4	$3.03K	Buy	+105	New	+$2.85K	﹤0.01%	5140
2020 Q1	–	Sell	-210	Closed	-$6K	–	3909
2019 Q4	$6K	Sell	210 -283	-57%	-$7.86K	﹤0.01%	2619
2019 Q3	$13K	Buy	+493	New	+$13.3K	﹤0.01%	2789
2018 Q3	–	Sell	-10,678	Closed	-$283K	–	4256
2018 Q2	$283K	Buy	10,678 +1,477	+16%	+$39.7K	0.02%	897
2018 Q1	$242K	Buy	9,201 +7,331	+392%	+$199K	0.02%	792
2017 Q4	$50K	Buy	1,870 +1,587	+561%	+$41.6K	0.01%	1342
2017 Q3	$7K	Buy	+283	New	+$7.05K	﹤0.01%	3219
2016 Q3	–	Sell	-341	Closed	-$7K	–	4461
2016 Q2	$7K	Buy	+341	New	+$6.9K	﹤0.01%	3167
2015 Q1	–	Sell	-500	Closed	-$11K	–	4952
2014 Q4	$11K	Buy	+500	New	+$10.5K	﹤0.01%	2085
2013 Q3	–	Sell	-56	Closed	-$1K	–	4857
2013 Q2	$1K	Buy	+56	New	+$1.01K	﹤0.01%	3746

Other funds holding TY

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return