Placemark Investments’s Maximus MMS Stock Holding History

Placemark Investments’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
2014 Q4	$3.19M	Sell	58,108 -15,177	-21%	-$738K	0.06%	411
2014 Q3	$2.94M	Sell	73,285 -2,405	-3%	-$99.5K	0.05%	416
2014 Q2	$3.26M	Buy	75,690 +2,431	+3%	+$105K	0.06%	394
2014 Q1	$3.29M	Buy	73,259 +3,397	+5%	+$154K	0.06%	369
2013 Q4	$3.07M	Sell	69,862 -401	-0.6%	-$18.5K	0.05%	420
2013 Q3	$3.16M	Sell	70,263 -23,503	-25%	-$909K	0.06%	370
2013 Q2	$3.49M	Buy	+93,766	New	+$3.59M	0.07%	315

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Placemark Investments's MMS Position: Q4 2014 in Review

Placemark Investments reduced its Maximus (MMS) stake by 21% in Q4 2014, selling an estimated $738K and leaving 58,108 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #411.

Placemark Investments first reported a position in MMS in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.49M in Q2 2013. 238 funds tracked by Wall St. Rank hold MMS as of Q4 2014.

Placemark Investments held 58,108 shares of Maximus worth $3.19M as of Q4 2014.
Placemark Investments sold 15,177 Maximus shares in Q4 2014, an estimated $738K.
Maximus made up 0.06% of Placemark Investments's portfolio in Q4 2014, its #411 holding.
Placemark Investments first reported a position in Maximus in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Maximus position peaked at $3.49M in Q2 2013.
238 funds tracked by Wall St. Rank held Maximus as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.