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1919 Investment Counsel’s Maximus MMS Stock Holding History

1919 Investment Counsel’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4.22M Sell
105,250
-3,525
-3% -$146K 0.09% 208
2014
Q2 		$4.68M Sell
108,775
-100
-0.1% -$4.3K 0.1% 200
2014
Q1 		$4.88M Sell
108,875
-300
-0.3% -$13.6K 0.1% 187
2013
Q4 		$4.8M Hold
109,175
– – 0.1% 186
2013
Q3 		$4.92M Buy
+109,175
New +$4.22M 0.11% 169

Other funds holding MMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

1919 Investment Counsel's MMS Position: Q3 2014 in Review

1919 Investment Counsel reduced its Maximus (MMS) stake by 3.2% in Q3 2014, selling an estimated $146K and leaving 105,250 shares worth $4.22M. The position accounts for 0.09% of the portfolio, ranked #208.

1919 Investment Counsel first reported a position in MMS in Q3 2013 and has held it in 5 quarters since. The position peaked at $4.92M in Q3 2013. 219 funds tracked by Wall St. Rank hold MMS as of Q3 2014.

  • 1919 Investment Counsel held 105,250 shares of Maximus worth $4.22M as of Q3 2014.
  • 1919 Investment Counsel sold 3,525 Maximus shares in Q3 2014, an estimated $146K.
  • Maximus made up 0.09% of 1919 Investment Counsel's portfolio in Q3 2014, its #208 holding.
  • 1919 Investment Counsel first reported a position in Maximus in Q3 2013 and has held it in 5 quarters since.
  • 1919 Investment Counsel's Maximus position peaked at $4.92M in Q3 2013.
  • 219 funds tracked by Wall St. Rank held Maximus as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.