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FineMark National Bank & Trust’s Maximus MMS Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-1,615
Closed -$90K – 752
2016
Q4 		$90K Sell
1,615
-63
-4% -$3.42K 0.01% 497
2016
Q3 		$95K Sell
1,678
-43
-2% -$2.5K 0.01% 470
2016
Q2 		$95K Buy
1,721
+6
+0.3% +$324 0.01% 452
2016
Q1 		$90K Sell
1,715
-160
-9% -$8.16K 0.01% 444
2015
Q4 		$105K Buy
1,875
+57
+3% +$3.44K 0.01% 433
2015
Q3 		$108K Sell
1,818
-264
-13% -$16.8K 0.01% 436
2015
Q2 		$137K Sell
2,082
-585
-22% -$38.3K 0.02% 410
2015
Q1 		$178K Sell
2,667
-925
-26% -$54.9K 0.02% 370
2014
Q4 		$197K Sell
3,592
-134
-4% -$6.51K 0.03% 346
2014
Q3 		$150K Buy
3,726
+363
+11% +$15K 0.02% 384
2014
Q2 		$145K Buy
3,363
+230
+7% +$9.89K 0.02% 387
2014
Q1 		$141K Buy
3,133
+77
+3% +$3.48K 0.03% 376
2013
Q4 		$134K Sell
3,056
-332
-10% -$15.3K 0.03% 377
2013
Q3 		$153K Buy
3,388
+134
+4% +$5.18K 0.04% 350
2013
Q2 		$121K Buy
+3,254
New +$124K 0.04% 364

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

FineMark National Bank & Trust's MMS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Maximus (MMS) in Q1 2017, closing a stake of 1,615 shares — an estimated $90K sold.

FineMark National Bank & Trust first reported a position in MMS in Q2 2013 and held it in 15 quarters. The position peaked at $197K in Q4 2014. 272 funds tracked by Wall St. Rank hold MMS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Maximus position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,615 Maximus shares in Q1 2017, an estimated $90K.
  • FineMark National Bank & Trust first reported a position in Maximus in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Maximus position peaked at $197K in Q4 2014.
  • 272 funds tracked by Wall St. Rank held Maximus as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.