Geller Advisors’s ResMed RMD Stock Holding History

Geller Advisors’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,978	Closed	-$439K	–	96
2020 Q1	$439K	Buy	+2,978	New	+$474K	0.13%	27

Other funds holding RMD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's RMD Position: Q2 2020 in Review

Geller Advisors sold out of ResMed (RMD) in Q2 2020, closing a stake of 2,978 shares — an estimated $439K sold.

Geller Advisors first reported a position in RMD in Q1 2020 and held it in 1 quarter. The position peaked at $439K in Q1 2020. 582 funds tracked by Wall St. Rank hold RMD as of Q2 2020.

Geller Advisors reported no remaining ResMed position as of Q2 2020 after selling out during the quarter.
Geller Advisors sold 2,978 ResMed shares in Q2 2020, an estimated $439K.
Geller Advisors first reported a position in ResMed in Q1 2020 and held it in 1 quarter.
Geller Advisors's ResMed position peaked at $439K in Q1 2020.
582 funds tracked by Wall St. Rank held ResMed as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.