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Avalon Investment & Advisory’s Maximus MMS Stock Holding History

Avalon Investment & Advisory’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
2015
Q4 		– Sell
-11,357
Closed -$676K – 267
2015
Q3 		$676K Buy
11,357
+3,109
+38% +$198K 0.03% 178
2015
Q2 		$542K Buy
8,248
+2,051
+33% +$134K 0.02% 195
2015
Q1 		$414K Buy
6,197
+1,737
+39% +$103K 0.02% 192
2014
Q4 		$245K Buy
+4,460
New +$217K 0.01% 209

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avalon Investment & Advisory's MMS Position: Q4 2015 in Review

Avalon Investment & Advisory sold out of Maximus (MMS) in Q4 2015, closing a stake of 11,357 shares — an estimated $676K sold.

Avalon Investment & Advisory first reported a position in MMS in Q4 2014 and held it in 4 quarters. The position peaked at $676K in Q3 2015. 263 funds tracked by Wall St. Rank hold MMS as of Q4 2015.

  • Avalon Investment & Advisory reported no remaining Maximus position as of Q4 2015 after selling out during the quarter.
  • Avalon Investment & Advisory sold 11,357 Maximus shares in Q4 2015, an estimated $676K.
  • Avalon Investment & Advisory first reported a position in Maximus in Q4 2014 and held it in 4 quarters.
  • Avalon Investment & Advisory's Maximus position peaked at $676K in Q3 2015.
  • 263 funds tracked by Wall St. Rank held Maximus as of Q4 2015.

Based on Avalon Investment & Advisory's 13F filing for Q4 2015, filed 16 Feb 2016.