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MWM
Mascoma Wealth Management’s
Post Holdings
POST
Stock Holding History
Mascoma Wealth Management’s Portfolio
POST Stock Details
POST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-64
Closed
-$4K
–
270
2019
Q2
$4K
Hold
64
–
–
﹤0.01%
311
2019
Q1
$5K
Hold
64
–
–
﹤0.01%
302
2018
Q4
$4K
Hold
64
–
–
﹤0.01%
311
2018
Q3
$4K
Hold
64
–
–
﹤0.01%
339
2018
Q2
$4K
Hold
64
–
–
﹤0.01%
331
2018
Q1
$3K
Hold
64
–
–
﹤0.01%
335
2017
Q4
$3K
Hold
64
–
–
﹤0.01%
329
2017
Q3
$4K
Hold
64
–
–
﹤0.01%
336
2017
Q2
$3K
Buy
+64
New
+$3.45K
﹤0.01%
356
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1-Year Est. Return
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$2.35B AUM
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1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
IAM
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Westport, Connecticut
$247M AUM
20.65%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$269B AUM
31.4%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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