Mascoma Wealth Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Mascoma Wealth Management’s Portfolio DHF Stock Details DHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$2K	–	389
2019 Q1	$2K	Hold	500	–	–	﹤0.01%	351
2018 Q4	$1K	Hold	500	–	–	﹤0.01%	354
2018 Q3	$2K	Hold	500	–	–	﹤0.01%	362
2018 Q2	$2K	Hold	500	–	–	﹤0.01%	359
2018 Q1	$2K	Hold	500	–	–	﹤0.01%	349
2017 Q4	$2K	Hold	500	–	–	﹤0.01%	342
2017 Q3	$2K	Hold	500	–	–	﹤0.01%	362
2017 Q2	$2K	Buy	+500	New	+$1.75K	﹤0.01%	371

Other funds holding DHF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mascoma Wealth Management's DHF Position: Q2 2019 in Review

Mascoma Wealth Management sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q2 2019, closing a stake of 500 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in DHF in Q2 2017 and held it in 8 quarters. The position peaked at $2K in Q1 2019. 46 funds tracked by Wall St. Rank hold DHF as of Q2 2019.

Mascoma Wealth Management reported no remaining BNY Mellon High Yield Strategies Fund position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 500 BNY Mellon High Yield Strategies Fund shares in Q2 2019, an estimated $2K.
Mascoma Wealth Management first reported a position in BNY Mellon High Yield Strategies Fund in Q2 2017 and held it in 8 quarters.
Mascoma Wealth Management's BNY Mellon High Yield Strategies Fund position peaked at $2K in Q1 2019.
46 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.