Winslow Evans & Crocker’s TRI-Continental Corp TY Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$129K	Buy	4,389 +50	+1%	+$1.4K	0.02%	394
2020 Q3	$113K	Buy	4,339 +34	+0.8%	+$885	0.03%	342
2020 Q2	$106K	Sell	4,305 -1	-0%	-$24	0.03%	351
2020 Q1	$92K	Hold	4,306	–	–	0.03%	338
2019 Q4	$122K	Sell	4,306 -716	-14%	-$19.9K	0.03%	367
2019 Q3	$138K	Sell	5,022 -1,200	-19%	-$32.4K	0.04%	338
2019 Q2	$168K	Buy	6,222 +18	+0.3%	+$482	0.05%	310
2019 Q1	$164K	Hold	6,204	–	–	0.05%	304
2018 Q4	$146K	Buy	6,204 +150	+2%	+$3.86K	0.05%	299
2018 Q3	$170K	Sell	6,054 -554	-8%	-$15.2K	0.05%	283
2018 Q2	$176K	Buy	6,608 +42	+0.6%	+$1.13K	0.06%	281
2018 Q1	$173K	Hold	6,566	–	–	0.06%	275
2017 Q4	$177K	Buy	6,566 +16	+0.2%	+$419	0.06%	279
2017 Q3	$167K	Sell	6,550 -1,750	-21%	-$43.6K	0.06%	284
2017 Q2	$201K	Buy	8,300 +1,774	+27%	+$42.3K	0.06%	315
2017 Q1	$151K	Buy	6,526 +1,600	+32%	+$36.6K	0.05%	341
2016 Q4	$109K	Buy	+4,926	New	+$106K	0.03%	393

Other funds holding TY

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

BBPWM

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

RVPG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's TY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its TRI-Continental Corp (TY) stake by 1.2% in Q4 2020, buying an estimated $1.4K and bringing the position to 4,389 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #394.

Winslow Evans & Crocker first reported a position in TY in Q4 2016 and has held it in 17 quarters since. The position peaked at $201K in Q2 2017. 108 funds tracked by Wall St. Rank hold TY as of Q4 2020.

Winslow Evans & Crocker held 4,389 shares of TRI-Continental Corp worth $129K as of Q4 2020.
Winslow Evans & Crocker bought 50 TRI-Continental Corp shares in Q4 2020, an estimated $1.4K.
TRI-Continental Corp made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #394 holding.
Winslow Evans & Crocker first reported a position in TRI-Continental Corp in Q4 2016 and has held it in 17 quarters since.
Winslow Evans & Crocker's TRI-Continental Corp position peaked at $201K in Q2 2017.
108 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.