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Mascoma Wealth Management’s Paramount Global Class B PARA Stock Holding History

Mascoma Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9
Closed -$1K – 401
2017
Q3 		$1K Sell
9
-3
-25% -$190 ﹤0.01% 386
2017
Q2 		$1K Buy
+12
New +$768 ﹤0.01% 392

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Paramount Global Class B (PARA) in Q4 2017, closing a stake of 9 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in PARA in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 713 funds tracked by Wall St. Rank hold PARA as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Paramount Global Class B position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 9 Paramount Global Class B shares in Q4 2017, an estimated $1K.
  • Mascoma Wealth Management first reported a position in Paramount Global Class B in Q2 2017 and held it in 2 quarters.
  • Mascoma Wealth Management's Paramount Global Class B position peaked at $1K in Q3 2017.
  • 713 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2017.

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