Mascoma Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-300	Closed	-$11K	–	169
2019 Q2	$11K	Hold	300	–	–	0.01%	258
2019 Q1	$10K	Hold	300	–	–	0.01%	266
2018 Q4	$9K	Sell	300 -740	-71%	-$23.7K	0.01%	265
2018 Q3	$37K	Sell	1,040 -1,535	-60%	-$52.7K	0.02%	183
2018 Q2	$85K	Buy	+2,575	New	+$84.5K	0.06%	122

Other funds holding FDMO

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return