Mascoma Wealth Management’s Global X Uranium ETF URA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,455	Closed	-$166K	–	400
2018 Q3	$166K	Hold	12,455	–	–	0.11%	87
2018 Q2	$160K	Hold	12,455	–	–	0.11%	81
2018 Q1	$150K	Hold	12,455	–	–	0.1%	83
2017 Q4	$169K	Hold	12,455	–	–	0.1%	77
2017 Q3	$166K	Hold	12,455	–	–	0.11%	85
2017 Q2	$164K	Buy	+12,455	New	+$170K	0.11%	85

Other funds holding URA

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's URA Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Global X Uranium ETF (URA) in Q4 2018, closing a stake of 12,455 shares — an estimated $166K sold.

Mascoma Wealth Management first reported a position in URA in Q2 2017 and held it in 6 quarters. The position peaked at $169K in Q4 2017. 52 funds tracked by Wall St. Rank hold URA as of Q4 2018.

Mascoma Wealth Management reported no remaining Global X Uranium ETF position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 12,455 Global X Uranium ETF shares in Q4 2018, an estimated $166K.
Mascoma Wealth Management first reported a position in Global X Uranium ETF in Q2 2017 and held it in 6 quarters.
Mascoma Wealth Management's Global X Uranium ETF position peaked at $169K in Q4 2017.
52 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.