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Wealthcare Capital Management’s Maximus MMS Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-97
Closed -$6K – 687
2015
Q1 		$6K Buy
+97
New +$5.76K ﹤0.01% 593

Other funds holding MMS

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealthcare Capital Management's MMS Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Maximus (MMS) in Q2 2015, closing a stake of 97 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in MMS in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 267 funds tracked by Wall St. Rank hold MMS as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Maximus position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 97 Maximus shares in Q2 2015, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Maximus in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Maximus position peaked at $6K in Q1 2015.
  • 267 funds tracked by Wall St. Rank held Maximus as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.