Greenleaf Trust’s Maximus MMS Stock Holding History

Greenleaf 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
2018 Q2	–	Sell	-505	Closed	-$34K	–	555
2018 Q1	$34K	Hold	505	–	–	﹤0.01%	493
2017 Q4	$36K	Hold	505	–	–	﹤0.01%	512
2017 Q3	$33K	Buy	+505	New	+$31K	﹤0.01%	490

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenleaf Trust's MMS Position: Q2 2018 in Review

Greenleaf Trust sold out of Maximus (MMS) in Q2 2018, closing a stake of 505 shares — an estimated $34K sold.

Greenleaf Trust first reported a position in MMS in Q3 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 319 funds tracked by Wall St. Rank hold MMS as of Q2 2018.

Greenleaf Trust reported no remaining Maximus position as of Q2 2018 after selling out during the quarter.
Greenleaf Trust sold 505 Maximus shares in Q2 2018, an estimated $34K.
Greenleaf Trust first reported a position in Maximus in Q3 2017 and held it in 3 quarters.
Greenleaf Trust's Maximus position peaked at $36K in Q4 2017.
319 funds tracked by Wall St. Rank held Maximus as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.