Stifel Trust’s Maximus MMS Stock Holding History

Stifel Trust’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
2014 Q2	–	Sell	-700	Closed	-$32K	–	446
2014 Q1	$32K	Hold	700	–	–	0.01%	310
2013 Q4	$31K	Hold	700	–	–	0.01%	310
2013 Q3	$32K	Buy	+700	New	+$27.1K	0.01%	305

Other funds holding MMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

Stifel Trust's MMS Position: Q2 2014 in Review

Stifel Trust sold out of Maximus (MMS) in Q2 2014, closing a stake of 700 shares — an estimated $32K sold.

Stifel Trust first reported a position in MMS in Q3 2013 and held it in 3 quarters. The position peaked at $32K in Q1 2014. 222 funds tracked by Wall St. Rank hold MMS as of Q2 2014.

Stifel Trust reported no remaining Maximus position as of Q2 2014 after selling out during the quarter.
Stifel Trust sold 700 Maximus shares in Q2 2014, an estimated $32K.
Stifel Trust first reported a position in Maximus in Q3 2013 and held it in 3 quarters.
Stifel Trust's Maximus position peaked at $32K in Q1 2014.
222 funds tracked by Wall St. Rank held Maximus as of Q2 2014.

Based on Stifel Trust's 13F filing for Q2 2014, filed 14 Aug 2014.