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Certified Advisory Corp’s The RMR Group RMR Stock Holding History

Certified Advisory Corp’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15
Closed -$1K – 613
2021
Q1 		$1K Buy
+15
New +$592 ﹤0.01% 761
2020
Q2 		$0 Hold
15
– – ﹤0.01% 801
2020
Q1 		$0 Buy
15
+1
+7% +$39 ﹤0.01% 818
2019
Q4 		$1K Sell
14
-20
-59% -$928 ﹤0.01% 771
2019
Q3 		$2K Hold
34
– – ﹤0.01% 745
2019
Q2 		$2K Sell
34
-6
-15% -$323 ﹤0.01% 755
2019
Q1 		$2K Hold
40
– – ﹤0.01% 696
2018
Q4 		$2K Buy
40
+1
+3% +$71 ﹤0.01% 693
2018
Q3 		$4K Sell
39
-12
-24% -$1.05K ﹤0.01% 679
2018
Q2 		$4K Buy
51
+1
+2% +$77 ﹤0.01% 655
2018
Q1 		$3K Hold
50
– – ﹤0.01% 653
2017
Q4 		$2K Buy
+50
New +$2.81K ﹤0.01% 646

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Certified Advisory Corp's RMR Position: Q2 2021 in Review

Certified Advisory Corp sold out of The RMR Group (RMR) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in RMR in Q4 2017 and held it in 12 quarters. The position peaked at $4K in Q3 2018. 176 funds tracked by Wall St. Rank hold RMR as of Q2 2021.

  • Certified Advisory Corp reported no remaining The RMR Group position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 15 The RMR Group shares in Q2 2021, an estimated $1K.
  • Certified Advisory Corp first reported a position in The RMR Group in Q4 2017 and held it in 12 quarters.
  • Certified Advisory Corp's The RMR Group position peaked at $4K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held The RMR Group as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.