EWM
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Executive Wealth Management’s Maximus MMS Stock Holding History

Executive 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
2019
Q3 		– Sell
-112
Closed -$8K – 533
2019
Q2 		$8K Hold
112
– – ﹤0.01% 656
2019
Q1 		$8K Hold
112
– – ﹤0.01% 590
2018
Q4 		$7K Buy
+112
New +$7.37K ﹤0.01% 630

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Executive Wealth Management's MMS Position: Q3 2019 in Review

Executive Wealth Management sold out of Maximus (MMS) in Q3 2019, closing a stake of 112 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in MMS in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 326 funds tracked by Wall St. Rank hold MMS as of Q3 2019.

  • Executive Wealth Management reported no remaining Maximus position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 112 Maximus shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in Maximus in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Maximus position peaked at $8K in Q2 2019.
  • 326 funds tracked by Wall St. Rank held Maximus as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.