Financial Architects (New Jersey)’s The RMR Group RMR Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-6	Closed	–	–	653
2020 Q2	$0	Hold	6	–	–	﹤0.01%	897
2020 Q1	$0	Hold	6	–	–	﹤0.01%	915
2019 Q4	$0	Hold	6	–	–	﹤0.01%	986
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1146
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1420
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1513
2018 Q4	$0	Hold	6	–	–	﹤0.01%	1471
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	1379
2018 Q2	$0	Hold	6	–	–	﹤0.01%	1477
2018 Q1	$0	Hold	6	–	–	﹤0.01%	1553
2017 Q4	$0	Hold	6	–	–	﹤0.01%	1584
2017 Q3	$0	Buy	6 +2	+50%	+$99	﹤0.01%	1580
2017 Q2	$0	Sell	4 -2	-33%	-$101	﹤0.01%	1610
2017 Q1	$0	Sell	6 -5	-45%	-$238	﹤0.01%	1615
2016 Q4	$0	Sell	11 -2	-15%	-$78	﹤0.01%	1483
2016 Q3	$0	Hold	13	–	–	﹤0.01%	1495
2016 Q2	$0	Sell	13 -7	-35%	-$194	﹤0.01%	1477
2016 Q1	$1K	Buy	+20	New	+$433	﹤0.01%	1138

Other funds holding RMR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Financial Architects (New Jersey)'s RMR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of The RMR Group (RMR) in Q3 2020, closing a stake of 6 shares.

Financial Architects (New Jersey) first reported a position in RMR in Q1 2016 and held it in 18 quarters. The position peaked at $1K in Q3 2018. 177 funds tracked by Wall St. Rank hold RMR as of Q3 2020.

Financial Architects (New Jersey) reported no remaining The RMR Group position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 6 The RMR Group shares in Q3 2020.
Financial Architects (New Jersey) first reported a position in The RMR Group in Q1 2016 and held it in 18 quarters.
Financial Architects (New Jersey)'s The RMR Group position peaked at $1K in Q3 2018.
177 funds tracked by Wall St. Rank held The RMR Group as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.