Wealthcare Advisory Partners’s TRI-Continental Corp TY Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-717	Closed	-$23K	–	1768
2021 Q1	$23K	Buy	+717	New	+$22.2K	﹤0.01%	1159
2020 Q2	–	Sell	-704	Closed	-$15K	–	1276
2020 Q1	$15K	Sell	704 -650	-48%	-$17K	﹤0.01%	809
2019 Q4	$38K	Buy	1,354 +50	+4%	+$1.39K	﹤0.01%	613
2019 Q3	$36K	Hold	1,304	–	–	0.01%	607
2019 Q2	$35K	Buy	1,304 +5	+0.4%	+$134	0.01%	586
2019 Q1	$34K	Hold	1,299	–	–	0.01%	547
2018 Q4	$31K	Buy	1,299 +39	+3%	+$1K	0.01%	538
2018 Q3	$35K	Hold	1,260	–	–	0.01%	547
2018 Q2	$33K	Buy	1,260 +10	+0.8%	+$269	0.01%	555
2018 Q1	$33K	Buy	+1,250	New	+$33.9K	0.01%	473

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 San Francisco, California $617B AUM 30.33% 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

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

Wealthcare Advisory Partners's TY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of TRI-Continental Corp (TY) in Q2 2021, closing a stake of 717 shares — an estimated $23K sold.

Wealthcare Advisory Partners first reported a position in TY in Q1 2018 and held it in 10 quarters. The position peaked at $38K in Q4 2019. 120 funds tracked by Wall St. Rank hold TY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining TRI-Continental Corp position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 717 TRI-Continental Corp shares in Q2 2021, an estimated $23K.
Wealthcare Advisory Partners first reported a position in TRI-Continental Corp in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's TRI-Continental Corp position peaked at $38K in Q4 2019.
120 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.