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Clarus Wealth Advisors’s The RMR Group RMR Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-12
Closed -$1K – 463
2019
Q2 		$1K Hold
12
– – ﹤0.01% 579
2019
Q1 		$1K Sell
12
-4
-25% -$264 ﹤0.01% 667
2018
Q4 		$1K Hold
16
– – ﹤0.01% 663
2018
Q3 		$1K Hold
16
– – ﹤0.01% 690
2018
Q2 		$1K Buy
+16
New +$1.23K ﹤0.01% 707

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Clarus Wealth Advisors's RMR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of The RMR Group (RMR) in Q3 2019, closing a stake of 12 shares — an estimated $1K sold.

Clarus Wealth Advisors first reported a position in RMR in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 205 funds tracked by Wall St. Rank hold RMR as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining The RMR Group position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 12 The RMR Group shares in Q3 2019, an estimated $1K.
  • Clarus Wealth Advisors first reported a position in The RMR Group in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's The RMR Group position peaked at $1K in Q2 2019.
  • 205 funds tracked by Wall St. Rank held The RMR Group as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.