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Regal Wealth Group’s Maximus MMS Stock Holding History

Regal Wealth Group’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
2017
Q1 		– Sell
-38
Closed -$2K – 164
2016
Q4 		$2K Hold
38
– – ﹤0.01% 151
2016
Q3 		$2K Hold
38
– – ﹤0.01% 182
2016
Q2 		$2K Hold
38
– – ﹤0.01% 191
2016
Q1 		$2K Hold
38
– – ﹤0.01% 170
2015
Q4 		$2K Buy
+38
New +$2.29K ﹤0.01% 166

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Regal Wealth Group's MMS Position: Q1 2017 in Review

Regal Wealth Group sold out of Maximus (MMS) in Q1 2017, closing a stake of 38 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in MMS in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 272 funds tracked by Wall St. Rank hold MMS as of Q1 2017.

  • Regal Wealth Group reported no remaining Maximus position as of Q1 2017 after selling out during the quarter.
  • Regal Wealth Group sold 38 Maximus shares in Q1 2017, an estimated $2K.
  • Regal Wealth Group first reported a position in Maximus in Q4 2015 and held it in 5 quarters.
  • Regal Wealth Group's Maximus position peaked at $2K in Q4 2016.
  • 272 funds tracked by Wall St. Rank held Maximus as of Q1 2017.

Based on Regal Wealth Group's 13F filing for Q1 2017, filed 10 Aug 2017.