Joel Isaacson & Co’s Maximus MMS Stock Holding History

Joel Isaacson & Co’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
2016 Q1	–	Sell	-85	Closed	-$5K	–	780
2015 Q4	$5K	Buy	+85	New	+$5.12K	﹤0.01%	617

Other funds holding MMS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

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

Joel Isaacson & Co's MMS Position: Q1 2016 in Review

Joel Isaacson & Co sold out of Maximus (MMS) in Q1 2016, closing a stake of 85 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in MMS in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 246 funds tracked by Wall St. Rank hold MMS as of Q1 2016.

Joel Isaacson & Co reported no remaining Maximus position as of Q1 2016 after selling out during the quarter.
Joel Isaacson & Co sold 85 Maximus shares in Q1 2016, an estimated $5K.
Joel Isaacson & Co first reported a position in Maximus in Q4 2015 and held it in 1 quarter.
Joel Isaacson & Co's Maximus position peaked at $5K in Q4 2015.
246 funds tracked by Wall St. Rank held Maximus as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.