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Summit Trail Advisors’s Maximus MMS Stock Holding History

Summit Trail 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
2018
Q2 		– Sell
-18,281
Closed -$844K – 592
2018
Q1 		$844K Buy
18,281
+2,554
+16% +$174K 0.14% 154
2017
Q4 		$1.1M Buy
+15,727
New +$1.06M 0.14% 142

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Trail Advisors's MMS Position: Q2 2018 in Review

Summit Trail Advisors sold out of Maximus (MMS) in Q2 2018, closing a stake of 18,281 shares — an estimated $844K sold.

Summit Trail Advisors first reported a position in MMS in Q4 2017 and held it in 2 quarters. The position peaked at $1.1M in Q4 2017. 319 funds tracked by Wall St. Rank hold MMS as of Q2 2018.

  • Summit Trail Advisors reported no remaining Maximus position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 18,281 Maximus shares in Q2 2018, an estimated $844K.
  • Summit Trail Advisors first reported a position in Maximus in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Maximus position peaked at $1.1M in Q4 2017.
  • 319 funds tracked by Wall St. Rank held Maximus as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.