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Ladenburg Thalmann Financial Services’s Maximus MMS Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$77K Sell
1,036
-562
-35% -$42.2K ﹤0.01% 3215
2019
Q3 		$123K Buy
1,598
+628
+65% +$47.7K ﹤0.01% 2800
2019
Q2 		$71K Sell
970
-32
-3% -$2.32K ﹤0.01% 3217
2019
Q1 		$71K Buy
1,002
+437
+77% +$30.6K ﹤0.01% 3141
2018
Q4 		$37K Buy
565
+417
+282% +$27.4K ﹤0.01% 3468
2018
Q3 		$10K Sell
148
-5,107
-97% -$332K ﹤0.01% 4290
2018
Q2 		$351K Hold
5,255
– – ﹤0.01% 1828
2018
Q1 		$351K Sell
5,255
-846
-14% -$57.5K ﹤0.01% 1828
2017
Q4 		$437K Buy
6,101
+173
+3% +$11.7K ﹤0.01% 1651
2017
Q3 		$382K Sell
5,928
-275
-4% -$16.9K ﹤0.01% 1641
2017
Q2 		$389K Buy
6,203
+5,132
+479% +$318K ﹤0.01% 1553
2017
Q1 		$67K Sell
1,071
-179
-14% -$10.5K ﹤0.01% 2677
2016
Q4 		$70K Sell
1,250
-1,872
-60% -$102K ﹤0.01% 2591
2016
Q3 		$177K Sell
3,122
-1,081
-26% -$62.9K ﹤0.01% 1836
2016
Q2 		$233K Sell
4,203
-343
-8% -$18.5K ﹤0.01% 1585
2016
Q1 		$239K Buy
4,546
+890
+24% +$45.4K ﹤0.01% 1494
2015
Q4 		$206K Buy
3,656
+3,113
+573% +$188K ﹤0.01% 1561
2015
Q3 		$32K Buy
543
+126
+30% +$8.01K ﹤0.01% 2778
2015
Q2 		$27K Buy
417
+84
+25% +$5.5K ﹤0.01% 3036
2015
Q1 		$22K Buy
333
+181
+119% +$10.8K ﹤0.01% 3122
2014
Q4 		$9K Buy
152
+57
+60% +$2.77K ﹤0.01% 3476
2014
Q3 		$4K Sell
95
-14,127
-99% -$585K ﹤0.01% 3491
2014
Q2 		$635K Buy
14,222
+505
+4% +$21.7K 0.02% 683
2014
Q1 		$656K Buy
13,717
+592
+5% +$26.8K 0.02% 625
2013
Q4 		$597K Sell
13,125
-2,495
-16% -$115K 0.02% 635
2013
Q3 		$587K Buy
15,620
+4,960
+47% +$192K 0.02% 598
2013
Q2 		$398K Buy
+10,660
New +$408K 0.01% 714

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MMS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Maximus (MMS) stake by 35% in Q4 2019, selling an estimated $42.2K and leaving 1,036 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Ladenburg Thalmann Financial Services first reported a position in MMS in Q2 2013 and has held it in 27 quarters since. The position peaked at $656K in Q1 2014. 322 funds tracked by Wall St. Rank hold MMS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,036 shares of Maximus worth $77K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 562 Maximus shares in Q4 2019, an estimated $42.2K.
  • Maximus made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3215 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Maximus in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Maximus position peaked at $656K in Q1 2014.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.