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Mascoma Wealth Management’s Timken Company TKR Stock Holding History

Mascoma Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-123
Closed -$5K – 411
2018
Q2 		$5K Buy
+123
New +$5.74K ﹤0.01% 319

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SAM
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State Street
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Dimensional Fund Advisors
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mascoma Wealth Management's TKR Position: Q3 2018 in Review

Mascoma Wealth Management sold out of Timken Company (TKR) in Q3 2018, closing a stake of 123 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in TKR in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 356 funds tracked by Wall St. Rank hold TKR as of Q3 2018.

  • Mascoma Wealth Management reported no remaining Timken Company position as of Q3 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 123 Timken Company shares in Q3 2018, an estimated $5K.
  • Mascoma Wealth Management first reported a position in Timken Company in Q2 2018 and held it in 1 quarter.
  • Mascoma Wealth Management's Timken Company position peaked at $5K in Q2 2018.
  • 356 funds tracked by Wall St. Rank held Timken Company as of Q3 2018.

Based on Mascoma Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.