Mascoma Wealth Management’s Avangrid, Inc. AGR Stock Holding History

Mascoma Wealth Management’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-383	Closed	-$19.5K	–	417
2019 Q1	$19K	Hold	383	–	–	0.01%	228
2018 Q4	$19K	Hold	383	–	–	0.01%	219
2018 Q3	$18K	Hold	383	–	–	0.01%	245
2018 Q2	$20K	Hold	383	–	–	0.01%	223
2018 Q1	$20K	Hold	383	–	–	0.01%	219
2017 Q4	$19K	Hold	383	–	–	0.01%	218
2017 Q3	$18K	Hold	383	–	–	0.01%	243
2017 Q2	$17K	Buy	+383	New	+$17K	0.01%	251

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mascoma Wealth Management's AGR Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Avangrid, Inc. (AGR) in Q2 2019, closing a stake of 383 shares — an estimated $19.5K sold.

Mascoma Wealth Management first reported a position in AGR in Q2 2017 and held it in 8 quarters. The position peaked at $20K in Q2 2018. 253 funds tracked by Wall St. Rank hold AGR as of Q2 2019.

Mascoma Wealth Management reported no remaining Avangrid, Inc. position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 383 Avangrid, Inc. shares in Q2 2019, an estimated $19.5K.
Mascoma Wealth Management first reported a position in Avangrid, Inc. in Q2 2017 and held it in 8 quarters.
Mascoma Wealth Management's Avangrid, Inc. position peaked at $20K in Q2 2018.
253 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.