Monarch Partners Asset Management’s Maximus MMS Stock Holding History

Monarch Partners Asset Management’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 Q2	–	Sell	-13,875	Closed	-$926K	–	183
2015 Q1	$926K	Sell	13,875 -17,300	-55%	-$1.03M	0.18%	137
2014 Q4	$1.71M	Sell	31,175 -17,600	-36%	-$856K	0.37%	99
2014 Q3	$1.96M	Buy	48,775 +3,000	+7%	+$124K	0.52%	73
2014 Q2	$1.97M	Buy	+45,775	New	+$1.97M	0.52%	86

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Monarch Partners Asset Management's MMS Position: Q2 2015 in Review

Monarch Partners Asset Management sold out of Maximus (MMS) in Q2 2015, closing a stake of 13,875 shares — an estimated $926K sold.

Monarch Partners Asset Management first reported a position in MMS in Q2 2014 and held it in 4 quarters. The position peaked at $1.97M in Q2 2014. 267 funds tracked by Wall St. Rank hold MMS as of Q2 2015.

Monarch Partners Asset Management reported no remaining Maximus position as of Q2 2015 after selling out during the quarter.
Monarch Partners Asset Management sold 13,875 Maximus shares in Q2 2015, an estimated $926K.
Monarch Partners Asset Management first reported a position in Maximus in Q2 2014 and held it in 4 quarters.
Monarch Partners Asset Management's Maximus position peaked at $1.97M in Q2 2014.
267 funds tracked by Wall St. Rank held Maximus as of Q2 2015.

Based on Monarch Partners Asset Management's 13F filing for Q2 2015, filed 4 Aug 2015.