MWM
ASG

Mascoma Wealth Management’s Liberty All-Star Growth Fund ASG Stock Holding History

Mascoma Wealth Management’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-283
Closed -$2K – 394
2018
Q2 		$2K Hold
283
– – ﹤0.01% 357
2018
Q1 		$2K Hold
283
– – ﹤0.01% 348
2017
Q4 		$2K Hold
283
– – ﹤0.01% 341
2017
Q3 		$1K Hold
283
– – ﹤0.01% 380
2017
Q2 		$1K Buy
+283
New +$1.34K ﹤0.01% 387

Other funds holding ASG

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return