MWM
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Mascoma Wealth Management’s AdvanSix ASIX Stock Holding History

Mascoma Wealth Management’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8
Closed – – 97
2019
Q2 		$0 Hold
8
– – ﹤0.01% 380
2019
Q1 		$0 Hold
8
– – ﹤0.01% 393
2018
Q4 		$0 Sell
8
-4
-33% -$111 ﹤0.01% 372
2018
Q3 		$0 Hold
12
– – ﹤0.01% 395
2018
Q2 		$0 Hold
12
– – ﹤0.01% 393
2018
Q1 		$0 Sell
12
-2
-14% -$79 ﹤0.01% 371
2017
Q4 		$1K Buy
14
+2
+17% +$86 ﹤0.01% 359
2017
Q3 		$0 Hold
12
– – ﹤0.01% 396
2017
Q2 		$0 Hold
12
– – ﹤0.01% 409
2017
Q1 		$0 Hold
12
– – ﹤0.01% 364
2016
Q4 		$0 Buy
+12
New +$216 ﹤0.01% 371

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return