Commonwealth Equity Services
MMS icon

Commonwealth Equity Services’s Maximus MMS Stock Holding History

Commonwealth Equity Services’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
-6,410
Closed -$459K – 2762
2017
Q4 		$459K Buy
6,410
+1,175
+22% +$79.1K ﹤0.01% 1747
2017
Q3 		$338K Buy
5,235
+1,120
+27% +$68.7K ﹤0.01% 1881
2017
Q2 		$258K Buy
+4,115
New +$255K ﹤0.01% 2032
2016
Q1 		– Sell
-9,099
Closed -$512K – 2243
2015
Q4 		$512K Sell
9,099
-2,099
-19% -$127K ﹤0.01% 1266
2015
Q3 		$667K Buy
+11,198
New +$712K 0.01% 1099

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Commonwealth Equity Services's MMS Position: Q1 2018 in Review

Commonwealth Equity Services sold out of Maximus (MMS) in Q1 2018, closing a stake of 6,410 shares — an estimated $459K sold.

Commonwealth Equity Services first reported a position in MMS in Q3 2015 and held it in 5 quarters. The position peaked at $667K in Q3 2015. 327 funds tracked by Wall St. Rank hold MMS as of Q1 2018.

  • Commonwealth Equity Services reported no remaining Maximus position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,410 Maximus shares in Q1 2018, an estimated $459K.
  • Commonwealth Equity Services first reported a position in Maximus in Q3 2015 and held it in 5 quarters.
  • Commonwealth Equity Services's Maximus position peaked at $667K in Q3 2015.
  • 327 funds tracked by Wall St. Rank held Maximus as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.