Blue Bell Private Wealth Management »

Tri-Continental Corporation shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Tri-Continental Corporation (TY) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Tri-Continental Corporation

Tip: Access up to 7 years of quarterly data

All positions including Tri-Continental Corporation held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tri-Continental Corporation by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 414k 30.80
2023-12-31 $12M 416k 28.83
2023-09-30 $11M 420k 26.59
2023-06-30 $12M 422k 27.42
2023-03-31 $11M 424k 26.55
2022-12-31 $11M 430k 25.63
2022-09-30 $11M 437k 25.56
2022-06-30 $12M 446k 26.17
2022-03-31 $14M 446k 30.84
2021-12-31 $15M 451k 33.19
2021-09-30 $15M 452k 33.41
2021-06-30 $16M 454k 34.09
2021-03-31 $16M 488k 32.43
2020-12-31 $14M 485k 29.48
2020-09-30 $13M 490k 25.93
2020-06-30 $12M 488k 24.72
2020-03-31 $10M 497k 20.91
2019-12-31 $15M 532k 28.20
2019-09-30 $14M 523k 27.25
2019-06-30 $15M 537k 26.97
2019-03-31 $15M 561k 26.30
2018-12-31 $14M 580k 23.52
2018-09-30 $16M 578k 27.87
2018-06-30 $15M 579k 26.51
2018-03-31 $16M 596k 26.31
2017-12-31 $16M 591k 26.94
2017-09-30 $15M 599k 25.55
2017-06-30 $15M 610k 24.35
2017-03-31 $14M 610k 23.12
2016-12-31 $14M 615k 22.05
2016-09-30 $11M 528k 21.38
2016-06-30 $10M 493k 20.54
2016-03-31 $10M 523k 19.96
2015-12-31 $9.8M 491k 20.02
2015-09-30 $8.8M 449k 19.50
2015-06-30 $8.6M 405k 21.19
2015-03-31 $8.3M 381k 21.69
2014-12-31 $8.1M 377k 21.41
2014-09-30 $8.0M 385k 20.87
2014-06-30 $8.2M 389k 20.98
2014-03-31 $7.2M 360k 20.08
2013-12-31 $5.9M 295k 19.98
2013-09-30 $5.3M 292k 18.32
2013-06-30 $4.9M 275k 17.90

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Tri-Continental Corporation

Allspring Global Investments Holdings
Bard Financial Services
Lazard Asset Management
Blue Bell Private Wealth Management
Raymond James & Associates
Wells Fargo & Company
UBS Group
Relative Value Partners
HTLF Bank
Raymond James Financial Services Advisors
Uncommon Cents Investing
Hennion & Walsh Asset Management
Wealth Enhancement Advisory Services
Stifel Financial
Royal Bank of Canada

View all funds holding Tri-Continental Corporation