Mascoma Wealth Management’s Urban Edge Properties UE Stock Holding History

Mascoma Wealth Management’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-126	Closed	-$2K	–	315
2019 Q2	$2K	Hold	126	–	–	﹤0.01%	350
2019 Q1	$2K	Hold	126	–	–	﹤0.01%	359
2018 Q4	$2K	Hold	126	–	–	﹤0.01%	350
2018 Q3	$3K	Hold	126	–	–	﹤0.01%	353
2018 Q2	$3K	Hold	126	–	–	﹤0.01%	349
2018 Q1	$3K	Hold	126	–	–	﹤0.01%	339
2017 Q4	$3K	Hold	126	–	–	﹤0.01%	334
2017 Q3	$3K	Hold	126	–	–	﹤0.01%	353
2017 Q2	$3K	Hold	126	–	–	﹤0.01%	359
2017 Q1	$3K	Hold	126	–	–	﹤0.01%	326
2016 Q4	$3K	Buy	+126	New	+$3.34K	﹤0.01%	328

Other funds holding UE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Urban Edge Properties (UE) in Q3 2019, closing a stake of 126 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in UE in Q4 2016 and held it in 11 quarters. The position peaked at $3K in Q3 2018. 196 funds tracked by Wall St. Rank hold UE as of Q3 2019.

Mascoma Wealth Management reported no remaining Urban Edge Properties position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 126 Urban Edge Properties shares in Q3 2019, an estimated $2K.
Mascoma Wealth Management first reported a position in Urban Edge Properties in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's Urban Edge Properties position peaked at $3K in Q3 2018.
196 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2019.

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