Piermont Capital Management’s Maximus MMS Stock Holding History

Piermont Capital Management’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 Q3	–	Sell	-6,990	Closed	-$434K	–	176
2018 Q2	$434K	Sell	6,990 -1,040	-13%	-$67.4K	0.13%	167
2018 Q1	$536K	Sell	8,030 -1,050	-12%	-$71.4K	0.18%	154
2017 Q4	$650K	Sell	9,080 -430	-5%	-$29K	0.21%	131
2017 Q3	$613K	Buy	+9,510	New	+$583K	0.2%	134
2015 Q2	–	Sell	-11,330	Closed	-$756K	–	241
2015 Q1	$756K	Buy	11,330 +3,760	+50%	+$223K	0.23%	109
2014 Q4	$415K	Hold	7,570	–	–	0.15%	118
2014 Q3	$304K	Buy	+7,570	New	+$313K	0.12%	156
2014 Q1	–	Sell	-5,180	Closed	-$228K	–	155
2013 Q4	$228K	Buy	+5,180	New	+$239K	0.11%	111

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

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

Piermont Capital Management's MMS Position: Q3 2018 in Review

Piermont Capital Management sold out of Maximus (MMS) in Q3 2018, closing a stake of 6,990 shares — an estimated $434K sold.

Piermont Capital Management first reported a position in MMS in Q4 2013 and held it in 8 quarters. The position peaked at $756K in Q1 2015. 294 funds tracked by Wall St. Rank hold MMS as of Q3 2018.

Piermont Capital Management reported no remaining Maximus position as of Q3 2018 after selling out during the quarter.
Piermont Capital Management sold 6,990 Maximus shares in Q3 2018, an estimated $434K.
Piermont Capital Management first reported a position in Maximus in Q4 2013 and held it in 8 quarters.
Piermont Capital Management's Maximus position peaked at $756K in Q1 2015.
294 funds tracked by Wall St. Rank held Maximus as of Q3 2018.

Based on Piermont Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.