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BB&T Securities’s Maximus MMS Stock Holding History

BB&T Securities’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
Q1 		– Sell
-17,326
Closed -$1.24M – 1536
2017
Q4 		$1.24M Buy
17,326
+423
+3% +$28.5K 0.02% 675
2017
Q3 		$1.09M Sell
16,903
-40
-0.2% -$2.45K 0.01% 718
2017
Q2 		$1.06M Sell
16,943
-3,168
-16% -$197K 0.02% 718
2017
Q1 		$1.25M Sell
20,111
-2,335
-10% -$137K 0.02% 580
2016
Q4 		$1.27M Hold
22,446
– – 0.02% 550
2016
Q3 		$1.27M Sell
22,446
-394
-2% -$22.9K 0.02% 544
2016
Q2 		$1.26M Buy
22,840
+2,437
+12% +$131K 0.02% 534
2016
Q1 		$1.07M Buy
20,403
+1,718
+9% +$87.6K 0.02% 560
2015
Q4 		$1.05M Buy
18,685
+7,095
+61% +$428K 0.02% 514
2015
Q3 		$690K Buy
11,590
+270
+2% +$17.2K 0.02% 600
2015
Q2 		$744K Sell
11,320
-277
-2% -$18.1K 0.02% 611
2015
Q1 		$7.74M Buy
+11,597
New +$689K 0.02% 591

Other funds holding MMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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