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Mascoma Wealth Management’s Rio Tinto RIO Stock Holding History

Mascoma Wealth Management’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-301
Closed -$19K – 281
2019
Q2 		$19K Buy
301
+19
+7% +$1.14K 0.01% 233
2019
Q1 		$17K Hold
282
– – 0.01% 236
2018
Q4 		$14K Hold
282
– – 0.01% 239
2018
Q3 		$14K Buy
+282
New +$14.4K 0.01% 268

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Franklin Resources
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Rio Tinto (RIO) in Q3 2019, closing a stake of 301 shares — an estimated $19K sold.

Mascoma Wealth Management first reported a position in RIO in Q3 2018 and held it in 4 quarters. The position peaked at $19K in Q2 2019. 390 funds tracked by Wall St. Rank hold RIO as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Rio Tinto position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 301 Rio Tinto shares in Q3 2019, an estimated $19K.
  • Mascoma Wealth Management first reported a position in Rio Tinto in Q3 2018 and held it in 4 quarters.
  • Mascoma Wealth Management's Rio Tinto position peaked at $19K in Q2 2019.
  • 390 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2019.

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