FGC
RMR icon

Financial Gravity Companies’s The RMR Group RMR Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$8K Buy
+114
New +$8.05K 0.01% 634
2018
Q1 		$39K Buy
502
+212
+73% +$13.6K 0.04% 387
2017
Q4 		$19K Buy
+290
New +$16.3K 0.02% 489

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's RMR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in The RMR Group (RMR) in Q4 2018: 114 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RMR as recently as Q1 2018.

Financial Gravity Companies first reported a position in RMR in Q4 2017 and has held it in 3 quarters since. The position peaked at $39K in Q1 2018. 203 funds tracked by Wall St. Rank hold RMR as of Q4 2018.

  • Financial Gravity Companies held 114 shares of The RMR Group worth $8K as of Q4 2018.
  • The RMR Group was a new Financial Gravity Companies position in Q4 2018.
  • The RMR Group made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #634 holding.
  • Financial Gravity Companies first reported a position in The RMR Group in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's The RMR Group position peaked at $39K in Q1 2018.
  • 203 funds tracked by Wall St. Rank held The RMR Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.