Mascoma Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-250	Closed	-$8K	–	385
2017 Q4	$8K	Sell	250 -250	-50%	-$7.36K	﹤0.01%	279
2017 Q3	$14K	Buy	+500	New	+$13.8K	0.01%	258

Other funds holding XLB

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Mascoma Wealth Management's XLB Position: Q1 2018 in Review

Mascoma Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2018, closing a stake of 250 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in XLB in Q3 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2017. 473 funds tracked by Wall St. Rank hold XLB as of Q1 2018.

Mascoma Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Mascoma Wealth Management sold 250 State Street Materials Select Sector SPDR ETF shares in Q1 2018, an estimated $8K.
Mascoma Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2017 and held it in 2 quarters.
Mascoma Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $14K in Q3 2017.
473 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2018.

Based on Mascoma Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.