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Advisor Group’s Maximus MMS Stock Holding History

Advisor Group’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
2019
Q4 		$93K Sell
1,251
-232
-16% -$17.4K ﹤0.01% 2991
2019
Q3 		$114K Sell
1,483
-74
-5% -$5.62K ﹤0.01% 2791
2019
Q2 		$113K Sell
1,557
-332
-18% -$24.1K ﹤0.01% 2767
2019
Q1 		$134K Buy
1,889
+1,020
+117% +$71.5K ﹤0.01% 2606
2018
Q4 		$56K Buy
869
+279
+47% +$18.4K ﹤0.01% 3101
2018
Q3 		$38K Buy
590
+162
+38% +$10.5K ﹤0.01% 3477
2018
Q2 		$27K Sell
428
-360
-46% -$23.3K ﹤0.01% 3525
2018
Q1 		$52K Sell
788
-13,177
-94% -$896K ﹤0.01% 3032
2017
Q4 		$1M Sell
13,965
-3
-0% -$202 0.01% 887
2017
Q3 		$902K Buy
13,968
+67
+0.5% +$4.11K 0.01% 856
2017
Q2 		$871K Buy
13,901
+301
+2% +$18.7K 0.02% 817
2017
Q1 		$846K Sell
13,600
-1,413
-9% -$83.1K 0.02% 790
2016
Q4 		$838K Sell
15,013
-1,195
-7% -$64.9K 0.02% 730
2016
Q3 		$916K Buy
16,208
+270
+2% +$15.7K 0.02% 669
2016
Q2 		$880K Buy
+15,938
New +$859K 0.02% 662

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor Group's MMS Position: Q4 2019 in Review

Advisor Group reduced its Maximus (MMS) stake by 16% in Q4 2019, selling an estimated $17.4K and leaving 1,251 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Advisor Group first reported a position in MMS in Q2 2016 and has held it in 15 quarters since. The position peaked at $1M in Q4 2017. 322 funds tracked by Wall St. Rank hold MMS as of Q4 2019.

  • Advisor Group held 1,251 shares of Maximus worth $93K as of Q4 2019.
  • Advisor Group sold 232 Maximus shares in Q4 2019, an estimated $17.4K.
  • Maximus made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2991 holding.
  • Advisor Group first reported a position in Maximus in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Maximus position peaked at $1M in Q4 2017.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.