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Burney Company’s Maximus MMS Stock Holding History

Burney Company’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
2016
Q4 		– Sell
-6,645
Closed -$378K – 391
2016
Q3 		$378K Sell
6,645
-35
-0.5% -$2.04K 0.03% 290
2016
Q2 		$370K Sell
6,680
-1,025
-13% -$55.3K 0.03% 292
2016
Q1 		$406K Sell
7,705
-510
-6% -$26K 0.03% 288
2015
Q4 		$469K Sell
8,215
-50
-0.6% -$3.01K 0.03% 260
2015
Q3 		$492K Buy
8,265
+125
+2% +$7.95K 0.04% 254
2015
Q2 		$535K Buy
+8,140
New +$533K 0.04% 263

Other funds holding MMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Burney Company's MMS Position: Q4 2016 in Review

Burney Company sold out of Maximus (MMS) in Q4 2016, closing a stake of 6,645 shares — an estimated $378K sold.

Burney Company first reported a position in MMS in Q2 2015 and held it in 6 quarters. The position peaked at $535K in Q2 2015. 264 funds tracked by Wall St. Rank hold MMS as of Q4 2016.

  • Burney Company reported no remaining Maximus position as of Q4 2016 after selling out during the quarter.
  • Burney Company sold 6,645 Maximus shares in Q4 2016, an estimated $378K.
  • Burney Company first reported a position in Maximus in Q2 2015 and held it in 6 quarters.
  • Burney Company's Maximus position peaked at $535K in Q2 2015.
  • 264 funds tracked by Wall St. Rank held Maximus as of Q4 2016.

Based on Burney Company's 13F filing for Q4 2016, filed 7 Feb 2017.