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Palo Capital’s Maximus MMS Stock Holding History

Palo Capital’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
Q1 		– Sell
-14,800
Closed -$833K – 176
2015
Q4 		$833K Sell
14,800
-6,905
-32% -$416K 0.75% 65
2015
Q3 		$1.29M Buy
21,705
+7,110
+49% +$452K 1.13% 28
2015
Q2 		$959K Sell
14,595
-4,410
-23% -$289K 0.75% 65
2015
Q1 		$1.27M Sell
19,005
-2,935
-13% -$174K 1.03% 39
2014
Q4 		$1.2M Buy
+21,940
New +$1.07M 1.01% 41

Other funds holding MMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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 $1.51B AUM 37.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palo Capital's MMS Position: Q1 2016 in Review

Palo Capital sold out of Maximus (MMS) in Q1 2016, closing a stake of 14,800 shares — an estimated $833K sold.

Palo Capital first reported a position in MMS in Q4 2014 and held it in 5 quarters. The position peaked at $1.29M in Q3 2015. 246 funds tracked by Wall St. Rank hold MMS as of Q1 2016.

  • Palo Capital reported no remaining Maximus position as of Q1 2016 after selling out during the quarter.
  • Palo Capital sold 14,800 Maximus shares in Q1 2016, an estimated $833K.
  • Palo Capital first reported a position in Maximus in Q4 2014 and held it in 5 quarters.
  • Palo Capital's Maximus position peaked at $1.29M in Q3 2015.
  • 246 funds tracked by Wall St. Rank held Maximus as of Q1 2016.

Based on Palo Capital's 13F filing for Q1 2016, filed 18 Apr 2016.