Mascoma Wealth Management’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-242	Closed	-$11K	–	370
2019 Q2	$11K	Hold	242	–	–	0.01%	266
2019 Q1	$12K	Hold	242	–	–	0.01%	258
2018 Q4	$10K	Hold	242	–	–	0.01%	264
2018 Q3	$14K	Hold	242	–	–	0.01%	271
2018 Q2	$13K	Hold	242	–	–	0.01%	263
2018 Q1	$12K	Hold	242	–	–	0.01%	260
2017 Q4	$15K	Hold	242	–	–	0.01%	236
2017 Q3	$15K	Hold	242	–	–	0.01%	255
2017 Q2	$16K	Hold	242	–	–	0.01%	256
2017 Q1	$18K	Hold	242	–	–	0.01%	226
2016 Q4	$16K	Buy	+242	New	+$15.2K	0.01%	235

Other funds holding GER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return