Tompkins Financial’s Maximus MMS Stock Holding History

Tompkins Financial’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
2019 Q2	–	Sell	-379	Closed	-$27K	–	381
2019 Q1	$27K	Hold	379	–	–	0.01%	290
2018 Q4	$25K	Sell	379 -45	-11%	-$2.96K	0.01%	284
2018 Q3	$27K	Sell	424 -91	-18%	-$5.91K	0.01%	297
2018 Q2	$32K	Hold	515	–	–	0.01%	296
2018 Q1	$34K	Buy	515 +165	+47%	+$11.2K	0.01%	271
2017 Q4	$25K	Hold	350	–	–	0.01%	276
2017 Q3	$23K	Hold	350	–	–	0.01%	287
2017 Q2	$22K	Hold	350	–	–	0.01%	273
2017 Q1	$22K	Hold	350	–	–	0.01%	275
2016 Q4	$20K	Hold	350	–	–	0.01%	284
2016 Q3	$20K	Hold	350	–	–	0.01%	277
2016 Q2	$19K	Hold	350	–	–	0.01%	334
2016 Q1	$18K	Hold	350	–	–	0.01%	330
2015 Q4	$20K	Hold	350	–	–	0.01%	365
2015 Q3	$21K	Hold	350	–	–	0.01%	372
2015 Q2	$23K	Sell	350 -580	-62%	-$38K	0.01%	366
2015 Q1	$62K	Sell	930 -25	-3%	-$1.49K	0.02%	263
2014 Q4	$52K	Hold	955	–	–	0.01%	271
2014 Q3	$38K	Hold	955	–	–	0.01%	296
2014 Q2	$41K	Hold	955	–	–	0.01%	300
2014 Q1	$43K	Sell	955 -500	-34%	-$22.6K	0.01%	297
2013 Q4	$64K	Buy	1,455 +175	+14%	+$8.06K	0.02%	238
2013 Q3	$58K	Hold	1,280	–	–	0.02%	229
2013 Q2	$48K	Buy	+1,280	New	+$48.9K	0.01%	253

Other funds holding MMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tompkins Financial's MMS Position: Q2 2019 in Review

Tompkins Financial sold out of Maximus (MMS) in Q2 2019, closing a stake of 379 shares — an estimated $27K sold.

Tompkins Financial first reported a position in MMS in Q2 2013 and held it in 24 quarters. The position peaked at $64K in Q4 2013. 313 funds tracked by Wall St. Rank hold MMS as of Q2 2019.

Tompkins Financial reported no remaining Maximus position as of Q2 2019 after selling out during the quarter.
Tompkins Financial sold 379 Maximus shares in Q2 2019, an estimated $27K.
Tompkins Financial first reported a position in Maximus in Q2 2013 and held it in 24 quarters.
Tompkins Financial's Maximus position peaked at $64K in Q4 2013.
313 funds tracked by Wall St. Rank held Maximus as of Q2 2019.

Based on Tompkins Financial's 13F filing for Q2 2019, filed 17 Jul 2019.