LA
MMS icon

Lucus Advisors’s Maximus MMS Stock Holding History

Lucus 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
2018
Q1 		$221K Sell
3,317
-1,380
-29% -$93.8K 0.38% 93
2017
Q4 		$336K Sell
4,697
-707
-13% -$47.6K 0.49% 79
2017
Q3 		$349K Buy
+5,404
New +$331K 0.49% 76
2016
Q1 		– Sell
-5,687
Closed -$320K – 324
2015
Q4 		$320K Sell
5,687
-1,769
-24% -$107K 0.19% 241
2015
Q3 		$444K Buy
+7,456
New +$474K 0.25% 144
2015
Q1 		– Sell
-8,899
Closed -$488K – 345
2014
Q4 		$488K Buy
+8,899
New +$433K 0.22% 77

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Lucus Advisors's MMS Position: Q1 2018 in Review

Lucus Advisors reduced its Maximus (MMS) stake by 29% in Q1 2018, selling an estimated $93.8K and leaving 3,317 shares worth $221K. The position accounts for 0.38% of the portfolio, ranked #93.

Lucus Advisors first reported a position in MMS in Q4 2014 and has held it in 6 quarters since. The position peaked at $488K in Q4 2014. 327 funds tracked by Wall St. Rank hold MMS as of Q1 2018.

  • Lucus Advisors held 3,317 shares of Maximus worth $221K as of Q1 2018.
  • Lucus Advisors sold 1,380 Maximus shares in Q1 2018, an estimated $93.8K.
  • Maximus made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #93 holding.
  • Lucus Advisors first reported a position in Maximus in Q4 2014 and has held it in 6 quarters since.
  • Lucus Advisors's Maximus position peaked at $488K in Q4 2014.
  • 327 funds tracked by Wall St. Rank held Maximus as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.