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Capstone Asset Management’s Maximus MMS Stock Holding History

Capstone Asset 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
2017
Q2 		$442K Buy
7,052
+80
+1% +$4.96K 0.01% 982
2017
Q1 		$434K Buy
6,972
+200
+3% +$11.8K 0.01% 1011
2016
Q4 		$378K Sell
6,772
-270
-4% -$14.7K 0.01% 1146
2016
Q3 		$398K Sell
7,042
-220
-3% -$12.8K 0.01% 1124
2016
Q2 		$402K Buy
7,262
+1,050
+17% +$56.6K 0.01% 1103
2016
Q1 		$327K Buy
6,212
+120
+2% +$6.12K 0.01% 1211
2015
Q4 		$343K Sell
6,092
-390
-6% -$23.5K 0.01% 1172
2015
Q3 		$386K Buy
6,482
+280
+5% +$17.8K 0.01% 1079
2015
Q2 		$408K Sell
6,202
-590
-9% -$38.6K 0.01% 1101
2015
Q1 		$453K Sell
6,792
-27,330
-80% -$1.62M 0.01% 1150
2014
Q4 		$1.87M Sell
34,122
-4,140
-11% -$201K 0.05% 397
2014
Q3 		$1.53M Sell
38,262
-30
-0.1% -$1.24K 0.05% 403
2014
Q2 		$1.65M Buy
38,292
+3,996
+12% +$172K 0.05% 408
2014
Q1 		$1.54M Sell
34,296
-810
-2% -$36.6K 0.05% 433
2013
Q4 		$1.54M Sell
35,106
-7,348
-17% -$338K 0.04% 458
2013
Q3 		$1.91M Sell
42,454
-34,154
-45% -$1.32M 0.05% 474
2013
Q2 		$1.43M Buy
+76,608
New +$2.93M 0.04% 540

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Asset Management's MMS Position: Q2 2017 in Review

Capstone Asset Management increased its Maximus (MMS) stake by 1.1% in Q2 2017, buying an estimated $4.96K and bringing the position to 7,052 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #982.

Capstone Asset Management first reported a position in MMS in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.91M in Q3 2013. 292 funds tracked by Wall St. Rank hold MMS as of Q2 2017.

  • Capstone Asset Management held 7,052 shares of Maximus worth $442K as of Q2 2017.
  • Capstone Asset Management bought 80 Maximus shares in Q2 2017, an estimated $4.96K.
  • Maximus made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #982 holding.
  • Capstone Asset Management first reported a position in Maximus in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Maximus position peaked at $1.91M in Q3 2013.
  • 292 funds tracked by Wall St. Rank held Maximus as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.