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LMCG Investments’s Maximus MMS Stock Holding History

LMCG Investments’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
2015
Q3 		$8.04M Sell
135,019
-62,297
-32% -$3.96M 0.17% 230
2015
Q2 		$13M Sell
197,316
-73,284
-27% -$4.8M 0.28% 125
2015
Q1 		$18.1M Buy
270,600
+122,565
+83% +$7.28M 0.38% 67
2014
Q4 		$8.12M Sell
148,035
-103,397
-41% -$5.03M 0.18% 220
2014
Q3 		$10.1M Buy
251,432
+141,226
+128% +$5.84M 0.23% 189
2014
Q2 		$4.74M Buy
+110,206
New +$4.74M 0.1% 282
2013
Q4 		– Sell
-20,757
Closed -$935K – 487
2013
Q3 		$935K Buy
+20,757
New +$803K 0.02% 361

Other funds holding MMS

Vanguard Group
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
BAMCO Inc
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LMCG Investments's MMS Position: Q3 2015 in Review

LMCG Investments reduced its Maximus (MMS) stake by 32% in Q3 2015, selling an estimated $3.96M and leaving 135,019 shares worth $8.04M. The position accounts for 0.17% of the portfolio, ranked #230.

LMCG Investments first reported a position in MMS in Q3 2013 and has held it in 7 quarters since. The position peaked at $18.1M in Q1 2015. 260 funds tracked by Wall St. Rank hold MMS as of Q3 2015.

  • LMCG Investments held 135,019 shares of Maximus worth $8.04M as of Q3 2015.
  • LMCG Investments sold 62,297 Maximus shares in Q3 2015, an estimated $3.96M.
  • Maximus made up 0.17% of LMCG Investments's portfolio in Q3 2015, its #230 holding.
  • LMCG Investments first reported a position in Maximus in Q3 2013 and has held it in 7 quarters since.
  • LMCG Investments's Maximus position peaked at $18.1M in Q1 2015.
  • 260 funds tracked by Wall St. Rank held Maximus as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.