WLPWM
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Walled Lake Planning & Wealth Management’s TRI-Continental Corp TY Stock Holding History

Walled Lake Planning & 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
Q1 		– Sell
-15
Closed – – 373
2020
Q4 		$0 Sell
15
-15
-50% -$420 ﹤0.01% 355
2020
Q3 		$1K Hold
30
– – ﹤0.01% 330
2020
Q2 		$1K Buy
30
+1
+3% +$24 ﹤0.01% 325
2020
Q1 		$1K Buy
+29
New +$758 ﹤0.01% 313

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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TY Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2021, closing a stake of 15 shares.

Walled Lake Planning & Wealth Management first reported a position in TY in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 117 funds tracked by Wall St. Rank hold TY as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 15 TRI-Continental Corp shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in TRI-Continental Corp in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's TRI-Continental Corp position peaked at $1K in Q3 2020.
  • 117 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.