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Sheets Smith Wealth Management’s Maximus MMS Stock Holding History

Sheets Smith Wealth Management’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
2013
Q3 		– Sell
-15,586
Closed -$580K – 247
2013
Q2 		$580K Buy
+15,586
New +$596K 0.2% 150

Other funds holding MMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sheets Smith Wealth Management's MMS Position: Q3 2013 in Review

Sheets Smith Wealth Management sold out of Maximus (MMS) in Q3 2013, closing a stake of 15,586 shares — an estimated $580K sold.

Sheets Smith Wealth Management first reported a position in MMS in Q2 2013 and held it in 1 quarter. The position peaked at $580K in Q2 2013. 231 funds tracked by Wall St. Rank hold MMS as of Q3 2013.

  • Sheets Smith Wealth Management reported no remaining Maximus position as of Q3 2013 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 15,586 Maximus shares in Q3 2013, an estimated $580K.
  • Sheets Smith Wealth Management first reported a position in Maximus in Q2 2013 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Maximus position peaked at $580K in Q2 2013.
  • 231 funds tracked by Wall St. Rank held Maximus as of Q3 2013.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2013, filed 26 Nov 2013.