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Chartwell Investment Partners’s Maximus MMS Stock Holding History

Chartwell Investment 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
2016
Q4 		– Sell
-399,109
Closed -$22.6M – 432
2016
Q3 		$22.6M Sell
399,109
-36,090
-8% -$2.1M 0.4% 60
2016
Q2 		$24.1M Buy
435,199
+157,948
+57% +$8.52M 0.43% 49
2016
Q1 		$14.6M Sell
277,251
-792,907
-74% -$40.4M 0.28% 101
2015
Q4 		$60.2M Buy
1,070,158
+802,991
+301% +$48.4M 1.23% 18
2015
Q3 		$15.9M Sell
267,167
-101,055
-27% -$6.42M 0.34% 92
2015
Q2 		$24.2M Buy
368,222
+129,375
+54% +$8.47M 0.47% 58
2015
Q1 		$15.9M Sell
238,847
-182,200
-43% -$10.8M 0.31% 131
2014
Q4 		$23.1M Buy
421,047
+154,965
+58% +$7.53M 0.48% 50
2014
Q3 		$10.7M Sell
266,082
-139,000
-34% -$5.75M 0.24% 169
2014
Q2 		$17.4M Sell
405,082
-81,024
-17% -$3.48M 0.36% 105
2014
Q1 		$21.8M Buy
486,106
+124,495
+34% +$5.63M 0.44% 79
2013
Q4 		$15.9M Buy
361,611
+154,560
+75% +$7.12M 0.33% 130
2013
Q3 		$9.33M Buy
+207,051
New +$8.01M 0.21% 192

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 $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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 $156B AUM 27.51% 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 $2.9T AUM 29.55% 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 $115B AUM 24.78% 1-Year Est. Return

Chartwell Investment Partners's MMS Position: Q4 2016 in Review

Chartwell Investment Partners sold out of Maximus (MMS) in Q4 2016, closing a stake of 399,109 shares — an estimated $22.6M sold.

Chartwell Investment Partners first reported a position in MMS in Q3 2013 and held it in 13 quarters. The position peaked at $60.2M in Q4 2015. 264 funds tracked by Wall St. Rank hold MMS as of Q4 2016.

  • Chartwell Investment Partners reported no remaining Maximus position as of Q4 2016 after selling out during the quarter.
  • Chartwell Investment Partners sold 399,109 Maximus shares in Q4 2016, an estimated $22.6M.
  • Chartwell Investment Partners first reported a position in Maximus in Q3 2013 and held it in 13 quarters.
  • Chartwell Investment Partners's Maximus position peaked at $60.2M in Q4 2015.
  • 264 funds tracked by Wall St. Rank held Maximus as of Q4 2016.

Based on Chartwell Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.