MWM
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Mascoma Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Mascoma Wealth Management’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,200
Closed -$88K – 377
2018
Q3 		$88K Hold
5,200
– – 0.06% 131
2018
Q2 		$94K Hold
5,200
– – 0.07% 116
2018
Q1 		$98K Hold
5,200
– – 0.06% 116
2017
Q4 		$99K Buy
+5,200
New +$98.6K 0.06% 109

Other funds holding DBA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return