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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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mascoma Wealth Management's ASG Position: Q3 2018 in Review

Mascoma Wealth Management sold out of Liberty All-Star Growth Fund (ASG) in Q3 2018, closing a stake of 283 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in ASG in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2018. 40 funds tracked by Wall St. Rank hold ASG as of Q3 2018.

  • Mascoma Wealth Management reported no remaining Liberty All-Star Growth Fund position as of Q3 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 283 Liberty All-Star Growth Fund shares in Q3 2018, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Liberty All-Star Growth Fund in Q2 2017 and held it in 5 quarters.
  • Mascoma Wealth Management's Liberty All-Star Growth Fund position peaked at $2K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q3 2018.

Based on Mascoma Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.