Personal Wealth Partners’s Maximus MMS Stock Holding History

Personal 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
2020 Q1	–	Sell	-4	Closed	–	–	390
2019 Q4	$0	Hold	4	–	–	﹤0.01%	618
2019 Q3	$0	Buy	+4	New	+$304	﹤0.01%	628

Other funds holding MMS

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Personal Wealth Partners's MMS Position: Q1 2020 in Review

Personal Wealth Partners sold out of Maximus (MMS) in Q1 2020, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in MMS in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 307 funds tracked by Wall St. Rank hold MMS as of Q1 2020.

Personal Wealth Partners reported no remaining Maximus position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 4 Maximus shares in Q1 2020.
Personal Wealth Partners first reported a position in Maximus in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Maximus position peaked at $0 in Q4 2019.
307 funds tracked by Wall St. Rank held Maximus as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.