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Mascoma Wealth Management’s Community Bank CBU Stock Holding History

Mascoma Wealth Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-65
Closed -$4K – 119
2019
Q2 		$4K Hold
65
– – ﹤0.01% 303
2019
Q1 		$4K Buy
+65
New +$4.01K ﹤0.01% 307
2017
Q4 		– Sell
-140
Closed -$8K – 377
2017
Q3 		$8K Hold
140
– – 0.01% 290
2017
Q2 		$8K Hold
140
– – 0.01% 296
2017
Q1 		$8K Hold
140
– – 0.01% 275
2016
Q4 		$9K Buy
+140
New +$7.48K 0.01% 270

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mascoma Wealth Management's CBU Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Community Bank (CBU) in Q3 2019, closing a stake of 65 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in CBU in Q4 2016 and held it in 6 quarters. The position peaked at $9K in Q4 2016. 216 funds tracked by Wall St. Rank hold CBU as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Community Bank position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 65 Community Bank shares in Q3 2019, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Community Bank in Q4 2016 and held it in 6 quarters.
  • Mascoma Wealth Management's Community Bank position peaked at $9K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held Community Bank as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.