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Mascoma Wealth Management’s Teladoc Health TDOC Stock Holding History

Mascoma Wealth Management’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,235
Closed -$41K – 412
2017
Q3 		$41K Hold
1,235
– – 0.03% 162
2017
Q2 		$43K Hold
1,235
– – 0.03% 167
2017
Q1 		$31K Buy
+1,235
New +$25.7K 0.02% 181

Other funds holding TDOC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Mascoma Wealth Management's TDOC Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Teladoc Health (TDOC) in Q4 2017, closing a stake of 1,235 shares — an estimated $41K sold.

Mascoma Wealth Management first reported a position in TDOC in Q1 2017 and held it in 3 quarters. The position peaked at $43K in Q2 2017. 205 funds tracked by Wall St. Rank hold TDOC as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Teladoc Health position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,235 Teladoc Health shares in Q4 2017, an estimated $41K.
  • Mascoma Wealth Management first reported a position in Teladoc Health in Q1 2017 and held it in 3 quarters.
  • Mascoma Wealth Management's Teladoc Health position peaked at $43K in Q2 2017.
  • 205 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.