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Mascoma Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Mascoma Wealth Management’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-20
Closed -$1K – 174
2019
Q2 		$1K Hold
20
– – ﹤0.01% 358
2019
Q1 		$1K Hold
20
– – ﹤0.01% 370
2018
Q4 		$1K Hold
20
– – ﹤0.01% 359
2018
Q3 		$1K Sell
20
-19,975
-100% -$1M ﹤0.01% 380
2018
Q2 		$1M Buy
+19,995
New +$1M 0.7% 26

Other funds holding FLDR

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in FLDR in Q2 2018 and held it in 5 quarters. The position peaked at $1M in Q2 2018. 16 funds tracked by Wall St. Rank hold FLDR as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 20 Fidelity Low Duration Bond Factor ETF shares in Q3 2019, an estimated $1K.
  • Mascoma Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2018 and held it in 5 quarters.
  • Mascoma Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $1M in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2019.

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