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 $964M AUM 20.66% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIP

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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SXL

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

Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2019, closing a stake of 300 shares — an estimated $11K sold.

Mascoma Wealth Management first reported a position in FDMO in Q2 2018 and held it in 5 quarters. The position peaked at $85K in Q2 2018. 39 funds tracked by Wall St. Rank hold FDMO as of Q3 2019.

Mascoma Wealth Management reported no remaining Fidelity Momentum Factor ETF position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 300 Fidelity Momentum Factor ETF shares in Q3 2019, an estimated $11K.
Mascoma Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q2 2018 and held it in 5 quarters.
Mascoma Wealth Management's Fidelity Momentum Factor ETF position peaked at $85K in Q2 2018.
39 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2019.

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