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Mascoma Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

Mascoma Wealth Management’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-52
Closed -$1K – 407
2019
Q1 		$1K Hold
52
– – ﹤0.01% 378
2018
Q4 		$1K Hold
52
– – ﹤0.01% 362
2018
Q3 		$1K Sell
52
-17
-25% -$385 ﹤0.01% 384
2018
Q2 		$1K Hold
69
– – ﹤0.01% 384
2018
Q1 		$1K Hold
69
– – ﹤0.01% 364
2017
Q4 		$1K Sell
69
-24
-26% -$477 ﹤0.01% 364
2017
Q3 		$2K Buy
+93
New +$2.1K ﹤0.01% 368

Other funds holding SBRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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 SBRA Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q2 2019, closing a stake of 52 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in SBRA in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2017. 309 funds tracked by Wall St. Rank hold SBRA as of Q2 2019.

  • Mascoma Wealth Management reported no remaining Sabra Healthcare REIT position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 52 Sabra Healthcare REIT shares in Q2 2019, an estimated $1K.
  • Mascoma Wealth Management first reported a position in Sabra Healthcare REIT in Q3 2017 and held it in 7 quarters.
  • Mascoma Wealth Management's Sabra Healthcare REIT position peaked at $2K in Q3 2017.
  • 309 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.