MWM
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Mascoma Wealth Management’s Cooper Companies COO Stock Holding History

Mascoma Wealth Management’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-340
Closed -$29K – 125
2019
Q2 		$29K Hold
340
– – 0.02% 201
2019
Q1 		$25K Hold
340
– – 0.02% 206
2018
Q4 		$22K Hold
340
– – 0.02% 203
2018
Q3 		$24K Hold
340
– – 0.02% 218
2018
Q2 		$20K Hold
340
– – 0.01% 218
2018
Q1 		$19K Hold
340
– – 0.01% 221
2017
Q4 		$21K Hold
340
– – 0.01% 211
2017
Q3 		$20K Hold
340
– – 0.01% 229
2017
Q2 		$20K Hold
340
– – 0.01% 236
2017
Q1 		$17K Hold
340
– – 0.01% 228
2016
Q4 		$15K Buy
+340
New +$14.8K 0.01% 236

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return