Mascoma Wealth Management’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,420	Closed	-$31K	–	377
2019 Q2	$31K	Hold	1,420	–	–	0.02%	197
2019 Q1	$30K	Hold	1,420	–	–	0.02%	191
2018 Q4	$28K	Hold	1,420	–	–	0.02%	182
2018 Q3	$29K	Hold	1,420	–	–	0.02%	206
2018 Q2	$30K	Hold	1,420	–	–	0.02%	191
2018 Q1	$31K	Hold	1,420	–	–	0.02%	184
2017 Q4	$30K	Hold	1,420	–	–	0.02%	179
2017 Q3	$32K	Hold	1,420	–	–	0.02%	183
2017 Q2	$31K	Buy	+1,420	New	+$31.9K	0.02%	194

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Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return