Mascoma Wealth Management’s Neighborhood Intelligence, Inc. Common Stock NXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-471,957	Closed	-$12.9M	–	397
2018 Q1	$12.9M	Hold	471,957	–	–	8.47%	2
2017 Q4	$23.6M	Buy	471,957 +2,560	+0.5%	+$92.5K	14.56%	1
2017 Q3	$10.5M	Hold	469,397	–	–	6.99%	3
2017 Q2	$5.75M	Hold	469,397	–	–	3.88%	7
2017 Q1	$6.07M	Sell	469,397 -154,984	-25%	-$2.02M	4.34%	7
2016 Q4	$8.21M	Buy	+624,381	New	+$7.68M	6.04%	5

Other funds holding NXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Mascoma Wealth Management's NXH Position: Q2 2018 in Review

Mascoma Wealth Management sold out of Neighborhood Intelligence, Inc. Common Stock (NXH) in Q2 2018, closing a stake of 471,957 shares — an estimated $12.9M sold.

Mascoma Wealth Management first reported a position in NXH in Q4 2016 and held it in 6 quarters. The position peaked at $23.6M in Q4 2017. 156 funds tracked by Wall St. Rank hold NXH as of Q2 2018.

Mascoma Wealth Management reported no remaining Neighborhood Intelligence, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
Mascoma Wealth Management sold 471,957 Neighborhood Intelligence, Inc. Common Stock shares in Q2 2018, an estimated $12.9M.
Mascoma Wealth Management first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q4 2016 and held it in 6 quarters.
Mascoma Wealth Management's Neighborhood Intelligence, Inc. Common Stock position peaked at $23.6M in Q4 2017.
156 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q2 2018.

Based on Mascoma Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.