Private Ocean’s Maximus MMS Stock Holding History

Private Ocean’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 Q3	–	Sell	-166	Closed	-$12K	–	616
2019 Q2	$12K	Buy	+166	New	+$12K	﹤0.01%	321

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

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

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

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

Private Ocean's MMS Position: Q3 2019 in Review

Private Ocean sold out of Maximus (MMS) in Q3 2019, closing a stake of 166 shares — an estimated $12K sold.

Private Ocean first reported a position in MMS in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 326 funds tracked by Wall St. Rank hold MMS as of Q3 2019.

Private Ocean reported no remaining Maximus position as of Q3 2019 after selling out during the quarter.
Private Ocean sold 166 Maximus shares in Q3 2019, an estimated $12K.
Private Ocean first reported a position in Maximus in Q2 2019 and held it in 1 quarter.
Private Ocean's Maximus position peaked at $12K in Q2 2019.
326 funds tracked by Wall St. Rank held Maximus as of Q3 2019.

Based on Private Ocean's 13F filing for Q3 2019, filed 31 Oct 2019.