Mascoma Wealth Management’s Hawaiian Holdings, Inc. HA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,000	Closed	-$82K	–	360
2019 Q2	$82K	Hold	3,000	–	–	0.05%	125
2019 Q1	$79K	Hold	3,000	–	–	0.05%	121
2018 Q4	$79K	Hold	3,000	–	–	0.06%	118
2018 Q3	$120K	Hold	3,000	–	–	0.08%	108
2018 Q2	$108K	Hold	3,000	–	–	0.08%	107
2018 Q1	$116K	Hold	3,000	–	–	0.08%	101
2017 Q4	$112K	Hold	3,000	–	–	0.07%	103
2017 Q3	$113K	Hold	3,000	–	–	0.08%	106
2017 Q2	$141K	Hold	3,000	–	–	0.1%	92
2017 Q1	$139K	Hold	3,000	–	–	0.1%	83
2016 Q4	$171K	Buy	+3,000	New	+$153K	0.13%	71

Other funds holding HA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Hawaiian Holdings, Inc. (HA) in Q3 2019, closing a stake of 3,000 shares — an estimated $82K sold.

Mascoma Wealth Management first reported a position in HA in Q4 2016 and held it in 11 quarters. The position peaked at $171K in Q4 2016. 191 funds tracked by Wall St. Rank hold HA as of Q3 2019.

Mascoma Wealth Management reported no remaining Hawaiian Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 3,000 Hawaiian Holdings, Inc. shares in Q3 2019, an estimated $82K.
Mascoma Wealth Management first reported a position in Hawaiian Holdings, Inc. in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's Hawaiian Holdings, Inc. position peaked at $171K in Q4 2016.
191 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2019.

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