Icon Wealth Partners’s Maximus MMS Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-460	Closed	-$29K	–	560
2018 Q2	$29K	Buy	+460	New	+$29.8K	0.01%	504
2018 Q1	–	Sell	-460	Closed	-$33K	–	558
2017 Q4	$33K	Buy	+460	New	+$31K	0.02%	507

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's MMS Position: Q3 2018 in Review

Icon Wealth Partners sold out of Maximus (MMS) in Q3 2018, closing a stake of 460 shares — an estimated $29K sold.

Icon Wealth Partners first reported a position in MMS in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q4 2017. 294 funds tracked by Wall St. Rank hold MMS as of Q3 2018.

Icon Wealth Partners reported no remaining Maximus position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 460 Maximus shares in Q3 2018, an estimated $29K.
Icon Wealth Partners first reported a position in Maximus in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Maximus position peaked at $33K in Q4 2017.
294 funds tracked by Wall St. Rank held Maximus as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.