Wealthspire Advisors (Maryland)’s TRI-Continental Corp TY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-950	Closed	-$25K	–	1929
2019 Q1	$25K	Hold	950	–	–	﹤0.01%	1192
2018 Q4	$22K	Hold	950	–	–	﹤0.01%	1172
2018 Q3	$26K	Hold	950	–	–	﹤0.01%	1209
2018 Q2	$25K	Sell	950 -353	-27%	-$9.49K	﹤0.01%	1230
2018 Q1	$34K	Sell	1,303 -589	-31%	-$16K	﹤0.01%	1127
2017 Q4	$51K	Hold	1,892	–	–	0.01%	1002
2017 Q3	$48K	Hold	1,892	–	–	0.01%	999
2017 Q2	$46K	Sell	1,892 -138	-7%	-$3.29K	0.01%	984
2017 Q1	$47K	Hold	2,030	–	–	0.01%	819
2016 Q4	$45K	Hold	2,030	–	–	0.01%	798
2016 Q3	$43K	Hold	2,030	–	–	0.01%	823
2016 Q2	$42K	Buy	2,030 +4	+0.2%	+$81	0.01%	785
2016 Q1	$40K	Buy	2,026 +4	+0.2%	+$76	0.01%	759
2015 Q4	$40K	Buy	+2,022	New	+$40.9K	0.01%	777

Other funds holding TY

RVPG

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DBT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of TRI-Continental Corp (TY) in Q2 2019, closing a stake of 950 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in TY in Q4 2015 and held it in 14 quarters. The position peaked at $51K in Q4 2017. 99 funds tracked by Wall St. Rank hold TY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining TRI-Continental Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 950 TRI-Continental Corp shares in Q2 2019, an estimated $25K.
Wealthspire Advisors (Maryland) first reported a position in TRI-Continental Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s TRI-Continental Corp position peaked at $51K in Q4 2017.
99 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.