MWM
EMTL

Mascoma Wealth Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Mascoma Wealth Management’s Portfolio EMTL Stock Details EMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-72
Closed -$4K – 157
2019
Q2 		$4K Buy
+72
New +$3.6K ﹤0.01% 306

Other funds holding EMTL

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

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

Mascoma Wealth Management sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q3 2019, closing a stake of 72 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in EMTL in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 22 funds tracked by Wall St. Rank hold EMTL as of Q3 2019.

  • Mascoma Wealth Management reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 72 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q3 2019, an estimated $4K.
  • Mascoma Wealth Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q2 2019 and held it in 1 quarter.
  • Mascoma Wealth Management's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $4K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q3 2019.

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