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Mascoma Wealth Management’s Ashland ASH Stock Holding History

Mascoma Wealth Management’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-41
Closed -$2K – 408
2017
Q1 		$2K Hold
41
– – ﹤0.01% 337
2016
Q4 		$2K Buy
+41
New +$2.25K ﹤0.01% 339

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mascoma Wealth Management's ASH Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Ashland (ASH) in Q2 2017, closing a stake of 41 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in ASH in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 311 funds tracked by Wall St. Rank hold ASH as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Ashland position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 41 Ashland shares in Q2 2017, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Ashland in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Ashland position peaked at $2K in Q1 2017.
  • 311 funds tracked by Wall St. Rank held Ashland as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.