MWM
MRCY icon

Mascoma Wealth Management’s Mercury Systems MRCY Stock Holding History

Mascoma Wealth Management’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-700
Closed -$36K – 397
2017
Q3 		$36K Hold
700
– – 0.02% 171
2017
Q2 		$29K Buy
+700
New +$27.5K 0.02% 199

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mascoma Wealth Management's MRCY Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Mercury Systems (MRCY) in Q4 2017, closing a stake of 700 shares — an estimated $36K sold.

Mascoma Wealth Management first reported a position in MRCY in Q2 2017 and held it in 2 quarters. The position peaked at $36K in Q3 2017. 220 funds tracked by Wall St. Rank hold MRCY as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Mercury Systems position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 700 Mercury Systems shares in Q4 2017, an estimated $36K.
  • Mascoma Wealth Management first reported a position in Mercury Systems in Q2 2017 and held it in 2 quarters.
  • Mascoma Wealth Management's Mercury Systems position peaked at $36K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held Mercury Systems as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.