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 $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return