United Capital Financial Advisors’s TRI-Continental Corp TY Stock Holding History

United Capital Financial Advisors’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
2022 Q2	–	Sell	-6,744	Closed	-$208K	–	1197
2022 Q1	$208K	Hold	6,744	–	–	﹤0.01%	1102
2021 Q4	$224K	Hold	6,744	–	–	﹤0.01%	1116
2021 Q3	$225K	Hold	6,744	–	–	﹤0.01%	1101
2021 Q2	$230K	Hold	6,744	–	–	﹤0.01%	1116
2021 Q1	$219K	Buy	+6,744	New	+$208K	﹤0.01%	1090
2015 Q3	–	Sell	-166,089	Closed	-$3.52M	–	1315
2015 Q2	$3.52M	Sell	166,089 -23,077	-12%	-$503K	0.04%	443
2015 Q1	$4.12M	Buy	189,166 +96,536	+104%	+$2.08M	0.05%	374
2014 Q4	$1.98M	Buy	+92,630	New	+$1.95M	0.03%	475

Other funds holding TY

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

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

Lazard Asset Management

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

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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return