Lenox Wealth Advisors’s Maximus MMS Stock Holding History

Lenox Wealth Advisors’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 Q4	–	Sell	-45	Closed	-$3K	–	156
2016 Q3	$3K	Buy	+45	New	+$2.62K	﹤0.01%	198

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JHIU

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lenox Wealth Advisors's MMS Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Maximus (MMS) in Q4 2016, closing a stake of 45 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MMS in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 264 funds tracked by Wall St. Rank hold MMS as of Q4 2016.

Lenox Wealth Advisors reported no remaining Maximus position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 45 Maximus shares in Q4 2016, an estimated $3K.
Lenox Wealth Advisors first reported a position in Maximus in Q3 2016 and held it in 1 quarter.
Lenox Wealth Advisors's Maximus position peaked at $3K in Q3 2016.
264 funds tracked by Wall St. Rank held Maximus as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.