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Independent Portfolio Consultants’s Maximus MMS Stock Holding History

Independent Portfolio Consultants’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
2013
Q3 		– Sell
-17,780
Closed -$331K – 444
2013
Q2 		$331K Buy
+17,780
New +$680K 0.15% 303

Other funds holding MMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Independent Portfolio Consultants's MMS Position: Q3 2013 in Review

Independent Portfolio Consultants sold out of Maximus (MMS) in Q3 2013, closing a stake of 17,780 shares — an estimated $331K sold.

Independent Portfolio Consultants first reported a position in MMS in Q2 2013 and held it in 1 quarter. The position peaked at $331K in Q2 2013. 231 funds tracked by Wall St. Rank hold MMS as of Q3 2013.

  • Independent Portfolio Consultants reported no remaining Maximus position as of Q3 2013 after selling out during the quarter.
  • Independent Portfolio Consultants sold 17,780 Maximus shares in Q3 2013, an estimated $331K.
  • Independent Portfolio Consultants first reported a position in Maximus in Q2 2013 and held it in 1 quarter.
  • Independent Portfolio Consultants's Maximus position peaked at $331K in Q2 2013.
  • 231 funds tracked by Wall St. Rank held Maximus as of Q3 2013.

Based on Independent Portfolio Consultants's 13F filing for Q3 2013, filed 12 Nov 2013.