MWM
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Mascoma Wealth Management’s Itron ITRI Stock Holding History

Mascoma Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-90
Closed -$4K – 405
2018
Q4 		$4K Hold
90
– – ﹤0.01% 307
2018
Q3 		$6K Sell
90
-125
-58% -$7.89K ﹤0.01% 313
2018
Q2 		$13K Hold
215
– – 0.01% 261
2018
Q1 		$15K Hold
215
– – 0.01% 244
2017
Q4 		$15K Hold
215
– – 0.01% 234
2017
Q3 		$17K Hold
215
– – 0.01% 247
2017
Q2 		$15K Sell
215
-20
-9% -$1.31K 0.01% 258
2017
Q1 		$14K Hold
235
– – 0.01% 241
2016
Q4 		$15K Buy
+235
New +$14.2K 0.01% 238

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return