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Mount Lucas Management’s Maximus MMS Stock Holding History

Mount Lucas 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
2016
Q4 		– Sell
-3,902
Closed -$221K – 159
2016
Q3 		$221K Sell
3,902
-111
-3% -$6.46K 0.04% 119
2016
Q2 		$222K Sell
4,013
-5,060
-56% -$273K 0.04% 101
2016
Q1 		$478K Buy
9,073
+853
+10% +$43.5K 0.08% 65
2015
Q4 		$462K Buy
8,220
+4,540
+123% +$274K 0.07% 66
2015
Q3 		$219K Sell
3,680
-32
-0.9% -$2.03K 0.03% 66
2015
Q2 		$244K Buy
+3,712
New +$243K 0.05% 80
2014
Q1 		– Sell
-5,330
Closed -$234K – 102
2013
Q4 		$234K Sell
5,330
-6,150
-54% -$283K 0.05% 85
2013
Q3 		$517K Buy
11,480
+766
+7% +$29.6K 0.11% 76
2013
Q2 		$399K Buy
+10,714
New +$410K 0.09% 68

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
William Blair Investment Management
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
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return