WealthPLAN Partners’s TRI-Continental Corp TY Stock Holding History

WealthPLAN 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
2015 Q4	$4.01K	Buy	+600	New	+$12.1K	﹤0.01%	1379
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	355
2015 Q1	$4K	Buy	+200	New	+$4.3K	﹤0.01%	447

Other funds holding TY

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Lazard Asset Management

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

Gramercy Funds Management Greenwich, Connecticut $4.66M AUM 35.69% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return