WealthTrust-Arizona’s Maximus MMS Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$18K	Sell	273 -10	-4%	-$658	0.01%	286
2018 Q3	$18K	Hold	283	–	–	0.01%	306
2018 Q2	$18K	Sell	283 -90	-24%	-$5.83K	0.01%	280
2018 Q1	$25K	Sell	373 -6	-2%	-$408	0.01%	246
2017 Q4	$27K	Hold	379	–	–	0.01%	236
2017 Q3	$24K	Hold	379	–	–	0.01%	250
2017 Q2	$24K	Hold	379	–	–	0.01%	241
2017 Q1	$24K	Hold	379	–	–	0.01%	231
2016 Q4	$21K	Hold	379	–	–	0.01%	245
2016 Q3	$21K	Hold	379	–	–	0.01%	239
2016 Q2	$21K	Sell	379 -18	-5%	-$971	0.01%	229
2016 Q1	$21K	Hold	397	–	–	0.01%	227
2015 Q4	$22K	Sell	397 -1	-0.3%	-$60	0.01%	238
2015 Q3	$24K	Sell	398 -2	-0.5%	-$127	0.01%	227
2015 Q2	$26K	Sell	400 -49	-11%	-$3.21K	0.02%	237
2015 Q1	$30K	Sell	449 -174	-28%	-$10.3K	0.02%	217
2014 Q4	$34K	Sell	623 -29	-4%	-$1.41K	0.03%	195
2014 Q3	$26K	Hold	652	–	–	0.03%	237
2014 Q2	$28K	Sell	652 -37	-5%	-$1.59K	0.03%	240
2014 Q1	$31K	Hold	689	–	–	0.04%	227
2013 Q4	$30K	Sell	689 -131	-16%	-$6.04K	0.03%	211
2013 Q3	$37K	Sell	820 -820	-50%	-$31.7K	0.05%	165
2013 Q2	$61K	Buy	+1,640	New	+$62.7K	0.08%	120

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

WealthTrust-Arizona's MMS Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Maximus (MMS) stake by 3.5% in Q4 2018, selling an estimated $658 and leaving 273 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #286.

WealthTrust-Arizona first reported a position in MMS in Q2 2013 and has held it in 23 quarters since. The position peaked at $61K in Q2 2013. 311 funds tracked by Wall St. Rank hold MMS as of Q4 2018.

WealthTrust-Arizona held 273 shares of Maximus worth $18K as of Q4 2018.
WealthTrust-Arizona sold 10 Maximus shares in Q4 2018, an estimated $658.
Maximus made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #286 holding.
WealthTrust-Arizona first reported a position in Maximus in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Maximus position peaked at $61K in Q2 2013.
311 funds tracked by Wall St. Rank held Maximus as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.