Tiedemann Advisors’s Maximus MMS Stock Holding History

Tiedemann 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
2017 Q4	–	Sell	-9,035	Closed	-$511K	–	292
2017 Q3	$511K	Buy	+9,035	New	+$554K	0.05%	212
2017 Q1	–	Sell	-9,465	Closed	-$528K	–	409
2016 Q4	$528K	Buy	+9,465	New	+$514K	0.05%	203

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Tiedemann Advisors's MMS Position: Q4 2017 in Review

Tiedemann Advisors sold out of Maximus (MMS) in Q4 2017, closing a stake of 9,035 shares — an estimated $511K sold.

Tiedemann Advisors first reported a position in MMS in Q4 2016 and held it in 2 quarters. The position peaked at $528K in Q4 2016. 330 funds tracked by Wall St. Rank hold MMS as of Q4 2017.

Tiedemann Advisors reported no remaining Maximus position as of Q4 2017 after selling out during the quarter.
Tiedemann Advisors sold 9,035 Maximus shares in Q4 2017, an estimated $511K.
Tiedemann Advisors first reported a position in Maximus in Q4 2016 and held it in 2 quarters.
Tiedemann Advisors's Maximus position peaked at $528K in Q4 2016.
330 funds tracked by Wall St. Rank held Maximus as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.