MWM
TCO

Mascoma Wealth Management’s Taubman Centers Inc. TCO Stock Holding History

Mascoma Wealth Management’s Portfolio TCO Stock Details TCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-250
Closed -$13K – 422
2019
Q1 		$13K Hold
250
– – 0.01% 252
2018
Q4 		$11K Hold
250
– – 0.01% 254
2018
Q3 		$15K Hold
250
– – 0.01% 263
2018
Q2 		$15K Hold
250
– – 0.01% 248
2018
Q1 		$14K Hold
250
– – 0.01% 252
2017
Q4 		$15K Hold
250
– – 0.01% 238
2017
Q3 		$12K Hold
250
– – 0.01% 272
2017
Q2 		$15K Buy
+250
New +$15.4K 0.01% 261

Other funds holding TCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

Mascoma Wealth Management's TCO Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Taubman Centers Inc. (TCO) in Q2 2019, closing a stake of 250 shares — an estimated $13K sold.

Mascoma Wealth Management first reported a position in TCO in Q2 2017 and held it in 8 quarters. The position peaked at $15K in Q3 2018. 252 funds tracked by Wall St. Rank hold TCO as of Q2 2019.

  • Mascoma Wealth Management reported no remaining Taubman Centers Inc. position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 250 Taubman Centers Inc. shares in Q2 2019, an estimated $13K.
  • Mascoma Wealth Management first reported a position in Taubman Centers Inc. in Q2 2017 and held it in 8 quarters.
  • Mascoma Wealth Management's Taubman Centers Inc. position peaked at $15K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Taubman Centers Inc. as of Q2 2019.

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