Mascoma Wealth Management’s VanEck Green Bond ETF GRNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-200	Closed	-$5K	–	393
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	296
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	295
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	322
2018 Q2	$5K	Buy	+200	New	+$5.27K	﹤0.01%	313

Other funds holding GRNB

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return

Mascoma Wealth Management's GRNB Position: Q2 2019 in Review

Mascoma Wealth Management sold out of VanEck Green Bond ETF (GRNB) in Q2 2019, closing a stake of 200 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in GRNB in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 21 funds tracked by Wall St. Rank hold GRNB as of Q2 2019.

Mascoma Wealth Management reported no remaining VanEck Green Bond ETF position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 200 VanEck Green Bond ETF shares in Q2 2019, an estimated $5K.
Mascoma Wealth Management first reported a position in VanEck Green Bond ETF in Q2 2018 and held it in 4 quarters.
Mascoma Wealth Management's VanEck Green Bond ETF position peaked at $5K in Q1 2019.
21 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.