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MYCIO Wealth Partners’s Maximus MMS Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-103
Closed -$6K – 961
2016
Q2 		$6K Buy
103
+80
+348% +$4.31K ﹤0.01% 633
2016
Q1 		$1K Buy
+23
New +$1.17K ﹤0.01% 777

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MYCIO Wealth Partners's MMS Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Maximus (MMS) in Q3 2016, closing a stake of 103 shares — an estimated $6K sold.

MYCIO Wealth Partners first reported a position in MMS in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 249 funds tracked by Wall St. Rank hold MMS as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Maximus position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 103 Maximus shares in Q3 2016, an estimated $6K.
  • MYCIO Wealth Partners first reported a position in Maximus in Q1 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's Maximus position peaked at $6K in Q2 2016.
  • 249 funds tracked by Wall St. Rank held Maximus as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.