FPFS
MMS icon

First Personal Financial Services’s Maximus MMS Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-105
Closed -$7K – 856
2017
Q2 		$7K Sell
105
-117
-53% -$7.26K ﹤0.01% 763
2017
Q1 		$14K Sell
222
-29
-12% -$1.71K ﹤0.01% 638
2016
Q4 		$14K Sell
251
-2
-0.8% -$109 ﹤0.01% 627
2016
Q3 		$14K Hold
253
– – ﹤0.01% 502
2016
Q2 		$14K Buy
+253
New +$13.6K ﹤0.01% 487

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Personal Financial Services's MMS Position: Q3 2017 in Review

First Personal Financial Services sold out of Maximus (MMS) in Q3 2017, closing a stake of 105 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in MMS in Q2 2016 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 303 funds tracked by Wall St. Rank hold MMS as of Q3 2017.

  • First Personal Financial Services reported no remaining Maximus position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 105 Maximus shares in Q3 2017, an estimated $7K.
  • First Personal Financial Services first reported a position in Maximus in Q2 2016 and held it in 5 quarters.
  • First Personal Financial Services's Maximus position peaked at $14K in Q1 2017.
  • 303 funds tracked by Wall St. Rank held Maximus as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.