D. Scott Neal’s Maximus MMS Stock Holding History

D. Scott Neal’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 Q3	–	Sell	-1,200	Closed	-$75K	–	51
2018 Q2	$75K	Hold	1,200	–	–	0.04%	53
2018 Q1	$80K	Hold	1,200	–	–	0.05%	64
2017 Q4	$86K	Hold	1,200	–	–	0.05%	65
2017 Q3	$77K	Hold	1,200	–	–	0.05%	65
2017 Q2	$75K	Sell	1,200 -800	-40%	-$49.6K	0.05%	85
2017 Q1	$124K	Hold	2,000	–	–	0.08%	58
2016 Q4	$112K	Hold	2,000	–	–	0.08%	55
2016 Q3	$113K	Hold	2,000	–	–	0.09%	47
2016 Q2	$111K	Hold	2,000	–	–	0.1%	47
2016 Q1	$105K	Hold	2,000	–	–	0.1%	44
2015 Q4	$113K	Buy	+2,000	New	+$121K	0.09%	43

Other funds holding MMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

D. Scott Neal's MMS Position: Q3 2018 in Review

D. Scott Neal sold out of Maximus (MMS) in Q3 2018, closing a stake of 1,200 shares — an estimated $75K sold.

D. Scott Neal first reported a position in MMS in Q4 2015 and held it in 11 quarters. The position peaked at $124K in Q1 2017. 294 funds tracked by Wall St. Rank hold MMS as of Q3 2018.

D. Scott Neal reported no remaining Maximus position as of Q3 2018 after selling out during the quarter.
D. Scott Neal sold 1,200 Maximus shares in Q3 2018, an estimated $75K.
D. Scott Neal first reported a position in Maximus in Q4 2015 and held it in 11 quarters.
D. Scott Neal's Maximus position peaked at $124K in Q1 2017.
294 funds tracked by Wall St. Rank held Maximus as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.