Omnia Family Wealth’s Maximus MMS Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-626	Closed	-$44K	–	356
2019 Q1	$44K	Hold	626	–	–	0.02%	169
2018 Q4	$41K	Buy	+626	New	+$41.2K	0.02%	161

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Omnia Family Wealth's MMS Position: Q2 2019 in Review

Omnia Family Wealth sold out of Maximus (MMS) in Q2 2019, closing a stake of 626 shares — an estimated $44K sold.

Omnia Family Wealth first reported a position in MMS in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q1 2019. 313 funds tracked by Wall St. Rank hold MMS as of Q2 2019.

Omnia Family Wealth reported no remaining Maximus position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 626 Maximus shares in Q2 2019, an estimated $44K.
Omnia Family Wealth first reported a position in Maximus in Q4 2018 and held it in 2 quarters.
Omnia Family Wealth's Maximus position peaked at $44K in Q1 2019.
313 funds tracked by Wall St. Rank held Maximus as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.