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Mascoma Wealth Management’s Visteon VC Stock Holding History

Mascoma Wealth Management’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1
Closed – – 413
2019
Q1 		$0 Hold
1
– – ﹤0.01% 422
2018
Q4 		$0 Hold
1
– – ﹤0.01% 401
2018
Q3 		$0 Hold
1
– – ﹤0.01% 414
2018
Q2 		$0 Hold
1
– – ﹤0.01% 408
2018
Q1 		$0 Hold
1
– – ﹤0.01% 384
2017
Q4 		$0 Hold
1
– – ﹤0.01% 418
2017
Q3 		$0 Hold
1
– – ﹤0.01% 419
2017
Q2 		$0 Buy
+1
New +$99 ﹤0.01% 444

Other funds holding VC

T. Rowe Price Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Mascoma Wealth Management's VC Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Visteon (VC) in Q2 2019, closing a stake of 1 share.

Mascoma Wealth Management first reported a position in VC in Q2 2017 and held it in 8 quarters. The position peaked at $0 in Q1 2019. 211 funds tracked by Wall St. Rank hold VC as of Q2 2019.

  • Mascoma Wealth Management reported no remaining Visteon position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 1 Visteon share in Q2 2019.
  • Mascoma Wealth Management first reported a position in Visteon in Q2 2017 and held it in 8 quarters.
  • Mascoma Wealth Management's Visteon position peaked at $0 in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Visteon as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.