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Santa Fe Partners’s Maximus MMS Stock Holding History

Santa Fe Partners’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
Q3 		– Sell
-4,240
Closed -$279K – 534
2015
Q2 		$279K Buy
+4,240
New +$277K 0.04% 437
2014
Q2 		– Sell
-17,991
Closed -$808K – 561
2014
Q1 		$808K Buy
17,991
+1,240
+7% +$56.1K 0.11% 288
2013
Q4 		$737K Buy
16,751
+5,257
+46% +$242K 0.12% 292
2013
Q3 		$518K Buy
+11,494
New +$445K 0.1% 307

Other funds holding MMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Santa Fe Partners's MMS Position: Q3 2015 in Review

Santa Fe Partners sold out of Maximus (MMS) in Q3 2015, closing a stake of 4,240 shares — an estimated $279K sold.

Santa Fe Partners first reported a position in MMS in Q3 2013 and held it in 4 quarters. The position peaked at $808K in Q1 2014. 260 funds tracked by Wall St. Rank hold MMS as of Q3 2015.

  • Santa Fe Partners reported no remaining Maximus position as of Q3 2015 after selling out during the quarter.
  • Santa Fe Partners sold 4,240 Maximus shares in Q3 2015, an estimated $279K.
  • Santa Fe Partners first reported a position in Maximus in Q3 2013 and held it in 4 quarters.
  • Santa Fe Partners's Maximus position peaked at $808K in Q1 2014.
  • 260 funds tracked by Wall St. Rank held Maximus as of Q3 2015.

Based on Santa Fe Partners's 13F filing for Q3 2015, filed 12 Nov 2015.