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FDx Advisors’s Maximus MMS Stock Holding History

FDx Advisors’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
-3,622
Closed -$259K – 1225
2017
Q4 		$259K Sell
3,622
-6,302
-64% -$424K 0.01% 1098
2017
Q3 		$640K Buy
9,924
+3,279
+49% +$201K 0.02% 688
2017
Q2 		$416K Buy
6,645
+1,740
+35% +$108K 0.01% 842
2017
Q1 		$305K Buy
4,905
+156
+3% +$9.17K 0.01% 966
2016
Q4 		$265K Buy
4,749
+828
+21% +$45K 0.01% 991
2016
Q3 		$222K Sell
3,921
-4,083
-51% -$238K 0.01% 853
2016
Q2 		$443K Buy
8,004
+2,406
+43% +$130K 0.02% 637
2016
Q1 		$295K Sell
5,598
-907
-14% -$46.3K 0.01% 742
2015
Q4 		$366K Buy
6,505
+322
+5% +$19.4K 0.02% 654
2015
Q3 		$368K Buy
6,183
+594
+11% +$37.8K 0.03% 546
2015
Q2 		$367K Sell
5,589
-3,111
-36% -$204K 0.02% 673
2015
Q1 		$579K Sell
8,700
-601
-6% -$35.7K 0.01% 869
2014
Q4 		$510K Sell
9,301
-1,922
-17% -$93.4K 0.03% 546
2014
Q3 		$450K Sell
11,223
-981
-8% -$40.6K 0.03% 629
2014
Q2 		$525K Buy
12,204
+450
+4% +$19.3K 0.03% 559
2014
Q1 		$527K Sell
11,754
-28
-0.2% -$1.27K 0.04% 429
2013
Q4 		$518K Buy
11,782
+879
+8% +$40.5K 0.05% 350
2013
Q3 		$491K Sell
10,903
-7,851
-42% -$304K 0.06% 303
2013
Q2 		$355K Buy
+18,754
New +$717K 0.05% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return