MWM
SWIR

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

TI
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Renaissance Technologies
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PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
SBH
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return