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Mascoma Wealth Management’s Gen Digital GEN Stock Holding History

Mascoma Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$3K – 423
2017
Q1 		$3K Hold
100
– – ﹤0.01% 320
2016
Q4 		$2K Buy
+100
New +$2.46K ﹤0.01% 342

Other funds holding GEN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's GEN Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Gen Digital (GEN) in Q2 2017, closing a stake of 100 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in GEN in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 519 funds tracked by Wall St. Rank hold GEN as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Gen Digital position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Gen Digital shares in Q2 2017, an estimated $3K.
  • Mascoma Wealth Management first reported a position in Gen Digital in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Gen Digital position peaked at $3K in Q1 2017.
  • 519 funds tracked by Wall St. Rank held Gen Digital as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.