Kanaly Trust’s Maximus MMS Stock Holding History

Kanaly 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
2014 Q4	–	Sell	-103	Closed	-$4K	–	764
2014 Q3	$4K	Buy	+103	New	+$4.26K	﹤0.01%	574

Other funds holding MMS

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kanaly Trust's MMS Position: Q4 2014 in Review

Kanaly Trust sold out of Maximus (MMS) in Q4 2014, closing a stake of 103 shares — an estimated $4K sold.

Kanaly Trust first reported a position in MMS in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 238 funds tracked by Wall St. Rank hold MMS as of Q4 2014.

Kanaly Trust reported no remaining Maximus position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 103 Maximus shares in Q4 2014, an estimated $4K.
Kanaly Trust first reported a position in Maximus in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Maximus position peaked at $4K in Q3 2014.
238 funds tracked by Wall St. Rank held Maximus as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.