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 $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return