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Assured Investment Management’s Maximus MMS Stock Holding History

Assured Investment Management’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
Q1 		– Sell
-12,151
Closed -$791K – 1272
2018
Q4 		$791K Sell
12,151
-6,988
-37% -$460K 0.02% 507
2018
Q3 		$1.25M Sell
19,139
-51,832
-73% -$3.36M 0.02% 511
2018
Q2 		$4.41M Buy
70,971
+29,938
+73% +$1.94M 0.08% 274
2018
Q1 		$2.74M Sell
41,033
-19,979
-33% -$1.36M 0.06% 307
2017
Q4 		$4.37M Buy
61,012
+12,805
+27% +$862K 0.09% 253
2017
Q3 		$3.11M Buy
+48,207
New +$2.96M 0.06% 270

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Assured Investment Management's MMS Position: Q1 2019 in Review

Assured Investment Management sold out of Maximus (MMS) in Q1 2019, closing a stake of 12,151 shares — an estimated $791K sold.

Assured Investment Management first reported a position in MMS in Q3 2017 and held it in 6 quarters. The position peaked at $4.41M in Q2 2018. 323 funds tracked by Wall St. Rank hold MMS as of Q1 2019.

  • Assured Investment Management reported no remaining Maximus position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 12,151 Maximus shares in Q1 2019, an estimated $791K.
  • Assured Investment Management first reported a position in Maximus in Q3 2017 and held it in 6 quarters.
  • Assured Investment Management's Maximus position peaked at $4.41M in Q2 2018.
  • 323 funds tracked by Wall St. Rank held Maximus as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.