FIM
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Freedom Investment Management’s Maximus MMS Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-7,465
Closed -$498K – 1060
2018
Q1 		$498K Buy
7,465
+623
+9% +$42.4K 0.03% 622
2017
Q4 		$490K Buy
6,842
+179
+3% +$12.1K 0.03% 639
2017
Q3 		$430K Buy
6,663
+804
+14% +$49.3K 0.02% 668
2017
Q2 		$367K Buy
5,859
+962
+20% +$59.7K 0.02% 693
2017
Q1 		$305K Buy
4,897
+253
+5% +$14.9K 0.02% 760
2016
Q4 		$259K Buy
+4,644
New +$252K 0.02% 758

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BAMCO Inc
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return