Mascoma Wealth Management’s Sierra Wireless SWIR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,660	Closed	-$32K	–	369
2019 Q2	$32K	Hold	2,660	–	–	0.02%	193
2019 Q1	$33K	Buy	2,660 +1,160	+77%	+$15.9K	0.02%	179
2018 Q4	$20K	Hold	1,500	–	–	0.02%	216
2018 Q3	$30K	Hold	1,500	–	–	0.02%	201
2018 Q2	$24K	Hold	1,500	–	–	0.02%	212
2018 Q1	$25K	Hold	1,500	–	–	0.02%	205
2017 Q4	$28K	Hold	1,500	–	–	0.02%	189
2017 Q3	$32K	Hold	1,500	–	–	0.02%	182
2017 Q2	$42K	Hold	1,500	–	–	0.03%	169
2017 Q1	$40K	Hold	1,500	–	–	0.03%	159
2016 Q4	$24K	Buy	+1,500	New	+$22.4K	0.02%	199

Other funds holding SWIR

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Sierra Wireless (SWIR) in Q3 2019, closing a stake of 2,660 shares — an estimated $32K sold.

Mascoma Wealth Management first reported a position in SWIR in Q4 2016 and held it in 11 quarters. The position peaked at $42K in Q2 2017. 90 funds tracked by Wall St. Rank hold SWIR as of Q3 2019.

Mascoma Wealth Management reported no remaining Sierra Wireless position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 2,660 Sierra Wireless shares in Q3 2019, an estimated $32K.
Mascoma Wealth Management first reported a position in Sierra Wireless in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's Sierra Wireless position peaked at $42K in Q2 2017.
90 funds tracked by Wall St. Rank held Sierra Wireless as of Q3 2019.

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