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Vontobel Swiss Wealth Advisors’s Maximus MMS Stock Holding History

Vontobel Swiss Wealth 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
2015
Q1 		– Sell
-500
Closed -$27K – 84
2014
Q4 		$27K Buy
+500
New +$24.3K 0.02% 77

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's MMS Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Maximus (MMS) in Q1 2015, closing a stake of 500 shares — an estimated $27K sold.

Vontobel Swiss Wealth Advisors first reported a position in MMS in Q4 2014 and held it in 1 quarter. The position peaked at $27K in Q4 2014. 252 funds tracked by Wall St. Rank hold MMS as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Maximus position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 500 Maximus shares in Q1 2015, an estimated $27K.
  • Vontobel Swiss Wealth Advisors first reported a position in Maximus in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Maximus position peaked at $27K in Q4 2014.
  • 252 funds tracked by Wall St. Rank held Maximus as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.