MSI Financial Services’s Maximus MMS Stock Holding History

MSI Financial Services’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	$12K	Buy	218 +105	+93%	+$5.7K	﹤0.01%	2710
2016 Q3	$6K	Sell	113 -9	-7%	-$524	﹤0.01%	3052
2016 Q2	$7K	Hold	122	–	–	﹤0.01%	2966
2016 Q1	$6K	Sell	122 -26	-18%	-$1.33K	﹤0.01%	3069
2015 Q4	$8K	Buy	148 +91	+160%	+$5.49K	﹤0.01%	2830
2015 Q3	$3K	Buy	57 +31	+119%	+$1.97K	﹤0.01%	2628
2015 Q2	$2K	Sell	26 -74	-74%	-$4.84K	﹤0.01%	2770
2015 Q1	$7K	Buy	+100	New	+$5.94K	﹤0.01%	2303
2013 Q3	–	Sell	-658	Closed	-$25K	–	2369
2013 Q2	$25K	Buy	+658	New	+$25.2K	0.01%	1151

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

MSI Financial Services's MMS Position: Q4 2016 in Review

MSI Financial Services increased its Maximus (MMS) stake by 93% in Q4 2016, buying an estimated $5.7K and bringing the position to 218 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

MSI Financial Services first reported a position in MMS in Q2 2013 and has held it in 9 quarters since. The position peaked at $25K in Q2 2013. 264 funds tracked by Wall St. Rank hold MMS as of Q4 2016.

MSI Financial Services held 218 shares of Maximus worth $12K as of Q4 2016.
MSI Financial Services bought 105 Maximus shares in Q4 2016, an estimated $5.7K.
Maximus made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2710 holding.
MSI Financial Services first reported a position in Maximus in Q2 2013 and has held it in 9 quarters since.
MSI Financial Services's Maximus position peaked at $25K in Q2 2013.
264 funds tracked by Wall St. Rank held Maximus as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.