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Mascoma Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Mascoma Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-48
Closed -$1K – 164
2019
Q2 		$1K Hold
48
– – ﹤0.01% 357
2019
Q1 		$1K Hold
48
– – ﹤0.01% 369
2018
Q4 		$1K Hold
48
– – ﹤0.01% 357
2018
Q3 		$1K Hold
48
– – ﹤0.01% 379
2018
Q2 		$1K Hold
48
– – ﹤0.01% 381
2018
Q1 		$1K Hold
48
– – ﹤0.01% 362
2017
Q4 		$1K Hold
48
– – ﹤0.01% 362
2017
Q3 		$2K Hold
48
– – ﹤0.01% 364
2017
Q2 		$2K Hold
48
– – ﹤0.01% 373
2017
Q1 		$1K Hold
48
– – ﹤0.01% 354
2016
Q4 		$2K Buy
+48
New +$1.61K ﹤0.01% 341

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Ethan Allen Interiors (ETD) in Q3 2019, closing a stake of 48 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in ETD in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q3 2017. 158 funds tracked by Wall St. Rank hold ETD as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Ethan Allen Interiors position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 48 Ethan Allen Interiors shares in Q3 2019, an estimated $1K.
  • Mascoma Wealth Management first reported a position in Ethan Allen Interiors in Q4 2016 and held it in 11 quarters.
  • Mascoma Wealth Management's Ethan Allen Interiors position peaked at $2K in Q3 2017.
  • 158 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2019.

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