MWM
PSAU

Mascoma Wealth Management’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

Mascoma Wealth Management’s Portfolio PSAU Stock Details PSAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,300
Closed -$25K – 438
2017
Q3 		$25K Buy
+1,300
New +$25.6K 0.02% 207

Other funds holding PSAU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Invesco Global Gold and Precious Metals ETF (PSAU) in Q4 2017, closing a stake of 1,300 shares — an estimated $25K sold.

Mascoma Wealth Management first reported a position in PSAU in Q3 2017 and held it in 1 quarter. The position peaked at $25K in Q3 2017. 18 funds tracked by Wall St. Rank hold PSAU as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Invesco Global Gold and Precious Metals ETF position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,300 Invesco Global Gold and Precious Metals ETF shares in Q4 2017, an estimated $25K.
  • Mascoma Wealth Management first reported a position in Invesco Global Gold and Precious Metals ETF in Q3 2017 and held it in 1 quarter.
  • Mascoma Wealth Management's Invesco Global Gold and Precious Metals ETF position peaked at $25K in Q3 2017.
  • 18 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q4 2017.

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