MWM
INC

Mascoma Wealth Management’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Mascoma Wealth Management’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,200
Closed -$322K – 440
2017
Q2 		$322K Buy
+3,200
New +$322K 0.22% 50

Other funds holding INC

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

Mascoma Wealth Management's INC Position: Q3 2017 in Review

Mascoma Wealth Management sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q3 2017, closing a stake of 3,200 shares — an estimated $322K sold.

Mascoma Wealth Management first reported a position in INC in Q2 2017 and held it in 1 quarter. The position peaked at $322K in Q2 2017. 26 funds tracked by Wall St. Rank hold INC as of Q3 2017.

  • Mascoma Wealth Management reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q3 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 3,200 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q3 2017, an estimated $322K.
  • Mascoma Wealth Management first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2017 and held it in 1 quarter.
  • Mascoma Wealth Management's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $322K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q3 2017.

Based on Mascoma Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.