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MMS icon

Navellier & Associates’s Maximus MMS Stock Holding History

Navellier & Associates’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
Q2 		– Sell
-6,057
Closed -$404K – 326
2018
Q1 		$404K Sell
6,057
-161
-3% -$10.9K 0.06% 198
2017
Q4 		$445K Sell
6,218
-110
-2% -$7.41K 0.08% 187
2017
Q3 		$408K Sell
6,328
-1,144
-15% -$70.1K 0.08% 167
2017
Q2 		$468K Sell
7,472
-1,265
-14% -$78.5K 0.07% 190
2017
Q1 		$543K Buy
8,737
+856
+11% +$50.3K 0.08% 176
2016
Q4 		$440K Buy
7,881
+3,721
+89% +$202K 0.07% 182
2016
Q3 		$235K Buy
4,160
+397
+11% +$23.1K 0.03% 231
2016
Q2 		$208K Buy
+3,763
New +$203K 0.03% 225
2014
Q3 		– Sell
-9,612
Closed -$414K – 348
2014
Q2 		$414K Sell
9,612
-1,082
-10% -$46.5K 0.02% 210
2014
Q1 		$480K Sell
10,694
-518
-5% -$23.4K 0.02% 186
2013
Q4 		$493K Buy
11,212
+30
+0.3% +$1.38K 0.02% 181
2013
Q3 		$503K Buy
11,182
+2,394
+27% +$92.6K 0.01% 168
2013
Q2 		$328K Buy
+8,788
New +$336K 0.02% 196

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return