MWM
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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return