Alpine Woods Capital Investors’s Maximus MMS Stock Holding History

Alpine Woods Capital Investors’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
2017 Q4	–	Sell	-6,782	Closed	-$437K	–	460
2017 Q3	$437K	Hold	6,782	–	–	0.02%	332
2017 Q2	$425K	Sell	6,782 -48,600	-88%	-$3.02M	0.02%	327
2017 Q1	$3.44M	Hold	55,382	–	–	0.18%	139
2016 Q4	$3.09M	Buy	55,382 +1,282	+2%	+$69.6K	0.17%	150
2016 Q3	$3.06M	Sell	54,100 -600	-1%	-$34.9K	0.17%	145
2016 Q2	$3.03M	Sell	54,700 -7,200	-12%	-$388K	0.18%	137
2016 Q1	$3.26M	Sell	61,900 -600	-1%	-$30.6K	0.19%	132
2015 Q4	$3.52M	Buy	62,500 +4,900	+9%	+$295K	0.19%	137
2015 Q3	$3.43M	Sell	57,600 -400	-0.7%	-$25.4K	0.19%	140
2015 Q2	$3.81M	Hold	58,000	–	–	0.19%	129
2015 Q1	$3.87M	Buy	58,000 +5,000	+9%	+$297K	0.2%	130
2014 Q4	$2.91M	Sell	53,000 -100	-0.2%	-$4.86K	0.15%	151
2014 Q3	$2.13M	Sell	53,100 -6,200	-10%	-$257K	0.11%	167
2014 Q2	$2.55K	Buy	59,300 +200	+0.3%	+$8.6K	0.07%	144
2014 Q1	$2.65M	Buy	59,100 +7,300	+14%	+$330K	0.15%	133
2013 Q4	$2.28M	Sell	51,800 -800	-2%	-$36.9K	0.13%	139
2013 Q3	$2.37M	Buy	52,600 +32,400	+160%	+$1.25M	0.15%	128
2013 Q2	$752K	Buy	+20,200	New	+$772K	0.05%	214

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpine Woods Capital Investors's MMS Position: Q4 2017 in Review

Alpine Woods Capital Investors sold out of Maximus (MMS) in Q4 2017, closing a stake of 6,782 shares — an estimated $437K sold.

Alpine Woods Capital Investors first reported a position in MMS in Q2 2013 and held it in 18 quarters. The position peaked at $3.87M in Q1 2015. 330 funds tracked by Wall St. Rank hold MMS as of Q4 2017.

Alpine Woods Capital Investors reported no remaining Maximus position as of Q4 2017 after selling out during the quarter.
Alpine Woods Capital Investors sold 6,782 Maximus shares in Q4 2017, an estimated $437K.
Alpine Woods Capital Investors first reported a position in Maximus in Q2 2013 and held it in 18 quarters.
Alpine Woods Capital Investors's Maximus position peaked at $3.87M in Q1 2015.
330 funds tracked by Wall St. Rank held Maximus as of Q4 2017.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2017, filed 14 Feb 2018.