Mascoma Wealth Management’s Diana Shipping DSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-445	Closed	-$1K	–	146
2019 Q2	$1K	Hold	445	–	–	﹤0.01%	355
2019 Q1	$1K	Hold	445	–	–	﹤0.01%	367
2018 Q4	$1K	Sell	445 -270	-38%	-$678	﹤0.01%	355
2018 Q3	$2K	Hold	715	–	–	﹤0.01%	363
2018 Q2	$2K	Hold	715	–	–	﹤0.01%	360
2018 Q1	$2K	Hold	715	–	–	﹤0.01%	350
2017 Q4	$2K	Hold	715	–	–	﹤0.01%	343
2017 Q3	$2K	Hold	715	–	–	﹤0.01%	363
2017 Q2	$2K	Hold	715	–	–	﹤0.01%	372
2017 Q1	$2K	Hold	715	–	–	﹤0.01%	339
2016 Q4	$2K	Buy	+715	New	+$1.46K	﹤0.01%	340

Other funds holding DSX

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Mascoma Wealth Management's DSX Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Diana Shipping (DSX) in Q3 2019, closing a stake of 445 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in DSX in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q3 2018. 49 funds tracked by Wall St. Rank hold DSX as of Q3 2019.

Mascoma Wealth Management reported no remaining Diana Shipping position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 445 Diana Shipping shares in Q3 2019, an estimated $1K.
Mascoma Wealth Management first reported a position in Diana Shipping in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's Diana Shipping position peaked at $2K in Q3 2018.
49 funds tracked by Wall St. Rank held Diana Shipping as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.