WAM
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Weiss Asset Management’s TRI-Continental Corp TY Stock Holding History

Weiss Asset 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
2023
Q1 		– Sell
-9,110
Closed -$233K – 470
2022
Q4 		$233K Buy
+9,110
New +$244K 0.01% 433
2022
Q1 		– Sell
-13,237
Closed -$439K – 897
2021
Q4 		$439K Buy
+13,237
New +$456K 0.01% 557
2019
Q1 		– Sell
-25,197
Closed -$593K – 535
2018
Q4 		$593K Buy
+25,197
New +$649K 0.05% 188
2017
Q1 		– Sell
-9,540
Closed -$210K – 191
2016
Q4 		$210K Buy
+9,540
New +$205K 0.03% 130
2016
Q1 		– Sell
-23,118
Closed -$463K – 197
2015
Q4 		$463K Buy
+23,118
New +$467K 0.12% 123

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFS
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return