MWM
MNDT

Mascoma Wealth Management’s Mandiant, Inc. Common Stock MNDT Stock Holding History

Mascoma Wealth Management’s Portfolio MNDT Stock Details MNDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,500
Closed -$22K – 375
2019
Q2 		$22K Sell
1,500
-500
-25% -$7.67K 0.01% 225
2019
Q1 		$34K Hold
2,000
– – 0.02% 178
2018
Q4 		$32K Hold
2,000
– – 0.02% 169
2018
Q3 		$34K Hold
2,000
– – 0.02% 192
2018
Q2 		$31K Hold
2,000
– – 0.02% 186
2018
Q1 		$34K Hold
2,000
– – 0.02% 175
2017
Q4 		$29K Hold
2,000
– – 0.02% 186
2017
Q3 		$34K Hold
2,000
– – 0.02% 177
2017
Q2 		$30K Sell
2,000
-850
-30% -$12.1K 0.02% 196
2017
Q1 		$36K Buy
2,850
+500
+21% +$5.96K 0.03% 168
2016
Q4 		$28K Buy
+2,350
New +$30.5K 0.02% 187

Other funds holding MNDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return