Mascoma Wealth Management’s JBG SMITH JBGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-126	Closed	-$5K	–	223
2019 Q2	$5K	Hold	126	–	–	﹤0.01%	296
2019 Q1	$5K	Hold	126	–	–	﹤0.01%	300
2018 Q4	$4K	Hold	126	–	–	﹤0.01%	309
2018 Q3	$5K	Hold	126	–	–	﹤0.01%	325
2018 Q2	$5K	Hold	126	–	–	﹤0.01%	315
2018 Q1	$4K	Hold	126	–	–	﹤0.01%	322
2017 Q4	$4K	Buy	+126	New	+$4.16K	﹤0.01%	317

Other funds holding JBGS

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

Mascoma Wealth Management sold out of JBG SMITH (JBGS) in Q3 2019, closing a stake of 126 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in JBGS in Q4 2017 and held it in 7 quarters. The position peaked at $5K in Q2 2019. 258 funds tracked by Wall St. Rank hold JBGS as of Q3 2019.

Mascoma Wealth Management reported no remaining JBG SMITH position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 126 JBG SMITH shares in Q3 2019, an estimated $5K.
Mascoma Wealth Management first reported a position in JBG SMITH in Q4 2017 and held it in 7 quarters.
Mascoma Wealth Management's JBG SMITH position peaked at $5K in Q2 2019.
258 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2019.

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