MWM
DHF

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return