Mascoma Wealth Management’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

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

Other funds holding POST

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mascoma Wealth Management's POST Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Post Holdings (POST) in Q3 2019, closing a stake of 64 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in POST in Q2 2017 and held it in 9 quarters. The position peaked at $5K in Q1 2019. 335 funds tracked by Wall St. Rank hold POST as of Q3 2019.

Mascoma Wealth Management reported no remaining Post Holdings position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 64 Post Holdings shares in Q3 2019, an estimated $4K.
Mascoma Wealth Management first reported a position in Post Holdings in Q2 2017 and held it in 9 quarters.
Mascoma Wealth Management's Post Holdings position peaked at $5K in Q1 2019.
335 funds tracked by Wall St. Rank held Post Holdings as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.