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Financial Counselors Inc’s Maximus MMS Stock Holding History

Financial Counselors Inc’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
2014
Q4 		– Sell
-17,750
Closed -$712K – 455
2014
Q3 		$712K Buy
17,750
+2,475
+16% +$102K 0.05% 290
2014
Q2 		$657K Buy
+15,275
New +$657K 0.05% 291

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Counselors Inc's MMS Position: Q4 2014 in Review

Financial Counselors Inc sold out of Maximus (MMS) in Q4 2014, closing a stake of 17,750 shares — an estimated $712K sold.

Financial Counselors Inc first reported a position in MMS in Q2 2014 and held it in 2 quarters. The position peaked at $712K in Q3 2014. 238 funds tracked by Wall St. Rank hold MMS as of Q4 2014.

  • Financial Counselors Inc reported no remaining Maximus position as of Q4 2014 after selling out during the quarter.
  • Financial Counselors Inc sold 17,750 Maximus shares in Q4 2014, an estimated $712K.
  • Financial Counselors Inc first reported a position in Maximus in Q2 2014 and held it in 2 quarters.
  • Financial Counselors Inc's Maximus position peaked at $712K in Q3 2014.
  • 238 funds tracked by Wall St. Rank held Maximus as of Q4 2014.

Based on Financial Counselors Inc's 13F filing for Q4 2014, filed 2 Feb 2015.