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SVB Wealth’s Maximus MMS Stock Holding History

SVB Wealth’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
2016
Q2 		– Sell
-40,611
Closed -$2.14M – 520
2016
Q1 		$2.14M Sell
40,611
-4,108
-9% -$209K 0.09% 186
2015
Q4 		$2.52M Sell
44,719
-960
-2% -$57.9K 0.1% 176
2015
Q3 		$2.72M Buy
+45,679
New +$2.9M 0.11% 177

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SVB Wealth's MMS Position: Q2 2016 in Review

SVB Wealth sold out of Maximus (MMS) in Q2 2016, closing a stake of 40,611 shares — an estimated $2.14M sold.

SVB Wealth first reported a position in MMS in Q3 2015 and held it in 3 quarters. The position peaked at $2.72M in Q3 2015. 241 funds tracked by Wall St. Rank hold MMS as of Q2 2016.

  • SVB Wealth reported no remaining Maximus position as of Q2 2016 after selling out during the quarter.
  • SVB Wealth sold 40,611 Maximus shares in Q2 2016, an estimated $2.14M.
  • SVB Wealth first reported a position in Maximus in Q3 2015 and held it in 3 quarters.
  • SVB Wealth's Maximus position peaked at $2.72M in Q3 2015.
  • 241 funds tracked by Wall St. Rank held Maximus as of Q2 2016.

Based on SVB Wealth's 13F filing for Q2 2016, filed 1 Aug 2016.