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One Wealth Advisors’s Maximus MMS Stock Holding History

One Wealth Advisors’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
-187
Closed -$13K – 334
2019
Q1 		$13K Buy
+187
New +$13.1K 0.01% 299
2018
Q3 		– Sell
-1,506
Closed -$94K – 594
2018
Q2 		$94K Buy
+1,506
New +$97.6K 0.08% 204

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Advisors's MMS Position: Q2 2019 in Review

One Wealth Advisors sold out of Maximus (MMS) in Q2 2019, closing a stake of 187 shares — an estimated $13K sold.

One Wealth Advisors first reported a position in MMS in Q2 2018 and held it in 2 quarters. The position peaked at $94K in Q2 2018. 313 funds tracked by Wall St. Rank hold MMS as of Q2 2019.

  • One Wealth Advisors reported no remaining Maximus position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 187 Maximus shares in Q2 2019, an estimated $13K.
  • One Wealth Advisors first reported a position in Maximus in Q2 2018 and held it in 2 quarters.
  • One Wealth Advisors's Maximus position peaked at $94K in Q2 2018.
  • 313 funds tracked by Wall St. Rank held Maximus as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.