MWM
TFX icon

Mascoma Wealth Management’s Teleflex TFX Stock Holding History

Mascoma Wealth Management’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-29
Closed -$10K – 304
2019
Q2 		$10K Hold
29
– – 0.01% 270
2019
Q1 		$9K Hold
29
– – 0.01% 277
2018
Q4 		$7K Hold
29
– – 0.01% 281
2018
Q3 		$8K Hold
29
– – 0.01% 300
2018
Q2 		$8K Hold
29
– – 0.01% 289
2018
Q1 		$7K Hold
29
– – ﹤0.01% 290
2017
Q4 		$8K Hold
29
– – ﹤0.01% 278
2017
Q3 		$7K Hold
29
– – ﹤0.01% 304
2017
Q2 		$6K Hold
29
– – ﹤0.01% 318
2017
Q1 		$6K Buy
+29
New +$5.22K ﹤0.01% 292

Other funds holding TFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Teleflex (TFX) in Q3 2019, closing a stake of 29 shares — an estimated $10K sold.

Mascoma Wealth Management first reported a position in TFX in Q1 2017 and held it in 10 quarters. The position peaked at $10K in Q2 2019. 519 funds tracked by Wall St. Rank hold TFX as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Teleflex position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 29 Teleflex shares in Q3 2019, an estimated $10K.
  • Mascoma Wealth Management first reported a position in Teleflex in Q1 2017 and held it in 10 quarters.
  • Mascoma Wealth Management's Teleflex position peaked at $10K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held Teleflex as of Q3 2019.

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