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Regal Investment Advisors’s Maximus MMS Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-300
Closed -$17K – 646
2015
Q3 		$17K Hold
300
– – ﹤0.01% 593
2015
Q2 		$19K Sell
300
-25
-8% -$1.64K 0.01% 570
2015
Q1 		$22K Sell
325
-125
-28% -$7.42K 0.01% 549
2014
Q4 		$25K Buy
+450
New +$21.9K 0.01% 496
2014
Q1 		– Sell
-477
Closed -$21K – 922
2013
Q4 		$21K Buy
+477
New +$22K 0.01% 438

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Regal Investment Advisors's MMS Position: Q4 2015 in Review

Regal Investment Advisors sold out of Maximus (MMS) in Q4 2015, closing a stake of 300 shares — an estimated $17K sold.

Regal Investment Advisors first reported a position in MMS in Q4 2013 and held it in 5 quarters. The position peaked at $25K in Q4 2014. 263 funds tracked by Wall St. Rank hold MMS as of Q4 2015.

  • Regal Investment Advisors reported no remaining Maximus position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 300 Maximus shares in Q4 2015, an estimated $17K.
  • Regal Investment Advisors first reported a position in Maximus in Q4 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Maximus position peaked at $25K in Q4 2014.
  • 263 funds tracked by Wall St. Rank held Maximus as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.