MWM
NXH

Mascoma Wealth Management’s Neighborhood Intelligence Inc 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PC
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 (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 position as of Q2 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 471,957 Neighborhood Intelligence Inc shares in Q2 2018, an estimated $12.9M.
  • Mascoma Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2016 and held it in 6 quarters.
  • Mascoma Wealth Management's Neighborhood Intelligence Inc position peaked at $23.6M in Q4 2017.
  • 156 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2018.

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