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Avantax Planning Partners’s Maximus MMS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-59
Closed -$4K – 846
2018
Q3 		$4K Buy
+59
New +$3.83K ﹤0.01% 1179
2018
Q2 		– Sell
-59
Closed -$4K – 981
2018
Q1 		$4K Buy
+59
New +$4.01K ﹤0.01% 1431

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's MMS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Maximus (MMS) in Q4 2018, closing a stake of 59 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in MMS in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 311 funds tracked by Wall St. Rank hold MMS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Maximus position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 59 Maximus shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Maximus in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Maximus position peaked at $4K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Maximus as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.