EWM
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Edge Wealth Management’s The RMR Group RMR Stock Holding History

Edge Wealth Management’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
2017
Q1 		– Sell
-12
Closed -$1K – 535
2016
Q4 		$1K Hold
12
– – ﹤0.01% 456
2016
Q3 		$1K Hold
12
– – ﹤0.01% 455
2016
Q2 		$0 Buy
+12
New +$332 ﹤0.01% 477

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Wealth Management's RMR Position: Q1 2017 in Review

Edge Wealth Management sold out of The RMR Group (RMR) in Q1 2017, closing a stake of 12 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in RMR in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 175 funds tracked by Wall St. Rank hold RMR as of Q1 2017.

  • Edge Wealth Management reported no remaining The RMR Group position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 12 The RMR Group shares in Q1 2017, an estimated $1K.
  • Edge Wealth Management first reported a position in The RMR Group in Q2 2016 and held it in 3 quarters.
  • Edge Wealth Management's The RMR Group position peaked at $1K in Q4 2016.
  • 175 funds tracked by Wall St. Rank held The RMR Group as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.