MWM
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Mascoma Wealth Management’s Teradata TDC Stock Holding History

Mascoma Wealth Management’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45
Closed -$2K – 381
2017
Q4 		$2K Sell
45
-177
-80% -$6.33K ﹤0.01% 347
2017
Q3 		$8K Hold
222
– – 0.01% 295
2017
Q2 		$7K Hold
222
– – ﹤0.01% 308
2017
Q1 		$7K Hold
222
– – 0.01% 284
2016
Q4 		$6K Buy
+222
New +$6.26K ﹤0.01% 294

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mascoma Wealth Management's TDC Position: Q1 2018 in Review

Mascoma Wealth Management sold out of Teradata (TDC) in Q1 2018, closing a stake of 45 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in TDC in Q4 2016 and held it in 5 quarters. The position peaked at $8K in Q3 2017. 359 funds tracked by Wall St. Rank hold TDC as of Q1 2018.

  • Mascoma Wealth Management reported no remaining Teradata position as of Q1 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 45 Teradata shares in Q1 2018, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Teradata in Q4 2016 and held it in 5 quarters.
  • Mascoma Wealth Management's Teradata position peaked at $8K in Q3 2017.
  • 359 funds tracked by Wall St. Rank held Teradata as of Q1 2018.

Based on Mascoma Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.