EWM
MMS icon

Evercore Wealth Management’s Maximus MMS Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-180
Closed -$13K – 627
2017
Q4 		$13K Hold
180
– – ﹤0.01% 781
2017
Q3 		$12K Hold
180
– – ﹤0.01% 775
2017
Q2 		$11K Buy
+180
New +$11.2K ﹤0.01% 811
2014
Q3 		– Sell
-110
Closed -$5K – 975
2014
Q2 		$5K Buy
+110
New +$4.73K ﹤0.01% 908

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

Evercore Wealth Management's MMS Position: Q1 2018 in Review

Evercore Wealth Management sold out of Maximus (MMS) in Q1 2018, closing a stake of 180 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in MMS in Q2 2014 and held it in 4 quarters. The position peaked at $13K in Q4 2017. 327 funds tracked by Wall St. Rank hold MMS as of Q1 2018.

  • Evercore Wealth Management reported no remaining Maximus position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 180 Maximus shares in Q1 2018, an estimated $13K.
  • Evercore Wealth Management first reported a position in Maximus in Q2 2014 and held it in 4 quarters.
  • Evercore Wealth Management's Maximus position peaked at $13K in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Maximus as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.