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Wealthfront’s Maximus MMS Stock Holding History

Wealthfront’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
Q4 		– Sell
-235
Closed -$14K – 752
2015
Q3 		$14K Buy
235
+84
+56% +$5.34K ﹤0.01% 861
2015
Q2 		$10K Buy
151
+112
+287% +$7.33K ﹤0.01% 832
2015
Q1 		$3K Buy
39
+38
+3,800% +$2.26K ﹤0.01% 923
2014
Q4 		$0 Buy
+1
New +$49 ﹤0.01% 867

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Wealthfront's MMS Position: Q4 2015 in Review

Wealthfront sold out of Maximus (MMS) in Q4 2015, closing a stake of 235 shares — an estimated $14K sold.

Wealthfront first reported a position in MMS in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2015. 263 funds tracked by Wall St. Rank hold MMS as of Q4 2015.

  • Wealthfront reported no remaining Maximus position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 235 Maximus shares in Q4 2015, an estimated $14K.
  • Wealthfront first reported a position in Maximus in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Maximus position peaked at $14K in Q3 2015.
  • 263 funds tracked by Wall St. Rank held Maximus as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.