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Mascoma Wealth Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Mascoma Wealth Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,032
Closed -$52K – 412
2017
Q1 		$52K Hold
2,032
– – 0.04% 138
2016
Q4 		$63K Buy
+2,032
New +$56.6K 0.05% 127

Other funds holding BELFB

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Bel Fuse Inc Class B (BELFB) in Q2 2017, closing a stake of 2,032 shares — an estimated $52K sold.

Mascoma Wealth Management first reported a position in BELFB in Q4 2016 and held it in 2 quarters. The position peaked at $63K in Q4 2016. 102 funds tracked by Wall St. Rank hold BELFB as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Bel Fuse Inc Class B position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,032 Bel Fuse Inc Class B shares in Q2 2017, an estimated $52K.
  • Mascoma Wealth Management first reported a position in Bel Fuse Inc Class B in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Bel Fuse Inc Class B position peaked at $63K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2017.

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