Ledyard National Bank’s Maximus MMS Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-65	Closed	-$5K	–	781
2017 Q4	$5K	Hold	65	–	–	﹤0.01%	728
2017 Q3	$4K	Hold	65	–	–	﹤0.01%	732
2017 Q2	$4K	Hold	65	–	–	﹤0.01%	684
2017 Q1	$4K	Hold	65	–	–	﹤0.01%	713
2016 Q4	$4K	Hold	65	–	–	﹤0.01%	572
2016 Q3	$4K	Hold	65	–	–	﹤0.01%	572
2016 Q2	$4K	Hold	65	–	–	﹤0.01%	549
2016 Q1	$3K	Hold	65	–	–	﹤0.01%	647
2015 Q4	$4K	Hold	65	–	–	﹤0.01%	621
2015 Q3	$4K	Hold	65	–	–	﹤0.01%	605
2015 Q2	$4K	Hold	65	–	–	﹤0.01%	624
2015 Q1	$4K	Hold	65	–	–	﹤0.01%	627
2014 Q4	$4K	Hold	65	–	–	﹤0.01%	647
2014 Q3	$3K	Sell	65 -63	-49%	-$2.61K	﹤0.01%	651
2014 Q2	$6K	Hold	128	–	–	﹤0.01%	561
2014 Q1	$6K	Hold	128	–	–	﹤0.01%	539
2013 Q4	$6K	Buy	+128	New	+$5.9K	﹤0.01%	549

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

Fidelity Investments

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

Victory Capital Management

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return