FGC
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Financial Gravity Companies’s Maximus MMS Stock Holding History

Financial Gravity Companies’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 		$5K Buy
75
+13
+21% +$884 0.01% 736
2017
Q4 		$4K Buy
+62
New +$4.17K ﹤0.01% 775

Other funds holding MMS

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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

Financial Gravity Companies's MMS Position: Q1 2018 in Review

Financial Gravity Companies increased its Maximus (MMS) stake by 21% in Q1 2018, buying an estimated $884 and bringing the position to 75 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #736.

Financial Gravity Companies first reported a position in MMS in Q4 2017 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold MMS as of Q1 2018.

  • Financial Gravity Companies held 75 shares of Maximus worth $5K as of Q1 2018.
  • Financial Gravity Companies bought 13 Maximus shares in Q1 2018, an estimated $884.
  • Maximus made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #736 holding.
  • Financial Gravity Companies first reported a position in Maximus in Q4 2017 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Maximus as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.