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Mascoma Wealth Management’s Geron GERN Stock Holding History

Mascoma Wealth Management’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,000
Closed -$9K – 390
2017
Q3 		$9K Hold
4,000
– – 0.01% 282
2017
Q2 		$11K Hold
4,000
– – 0.01% 279
2017
Q1 		$9K Hold
4,000
– – 0.01% 267
2016
Q4 		$8K Buy
+4,000
New +$8.44K 0.01% 275

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mascoma Wealth Management's GERN Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Geron (GERN) in Q4 2017, closing a stake of 4,000 shares — an estimated $9K sold.

Mascoma Wealth Management first reported a position in GERN in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q2 2017. 115 funds tracked by Wall St. Rank hold GERN as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Geron position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 4,000 Geron shares in Q4 2017, an estimated $9K.
  • Mascoma Wealth Management first reported a position in Geron in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's Geron position peaked at $11K in Q2 2017.
  • 115 funds tracked by Wall St. Rank held Geron as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.