WFG Advisors’s Maximus MMS Stock Holding History

WFG 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	-8	Closed	–	–	1948
2014 Q4	$0	Buy	+8	New	+$389	﹤0.01%	2184
2014 Q1	–	Sell	-447	Closed	-$20K	–	2140
2013 Q4	$20K	Sell	447 -2	-0.4%	-$92	﹤0.01%	1347
2013 Q3	$20K	Buy	+449	New	+$17.4K	﹤0.01%	1284

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WFG Advisors's MMS Position: Q1 2015 in Review

WFG Advisors sold out of Maximus (MMS) in Q1 2015, closing a stake of 8 shares.

WFG Advisors first reported a position in MMS in Q3 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 252 funds tracked by Wall St. Rank hold MMS as of Q1 2015.

WFG Advisors reported no remaining Maximus position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 8 Maximus shares in Q1 2015.
WFG Advisors first reported a position in Maximus in Q3 2013 and held it in 3 quarters.
WFG Advisors's Maximus position peaked at $20K in Q4 2013.
252 funds tracked by Wall St. Rank held Maximus as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.