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Genovese Burford & Brothers Wealth & Retirement Plan Management’s The RMR Group RMR Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 		– Sell
-6
Closed – – 404
2017
Q3 		$0 Hold
6
– – ﹤0.01% 414
2017
Q2 		$0 Hold
6
– – ﹤0.01% 416
2017
Q1 		$1K Hold
6
– – ﹤0.01% 413
2016
Q4 		$1K Hold
6
– – ﹤0.01% 474
2016
Q3 		$0 Buy
+6
New +$219 ﹤0.01% 453

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
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's RMR Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of The RMR Group (RMR) in Q4 2017, closing a stake of 6 shares.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in RMR in Q3 2016 and held it in 5 quarters. The position peaked at $1K in Q1 2017. 198 funds tracked by Wall St. Rank hold RMR as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining The RMR Group position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 6 The RMR Group shares in Q4 2017.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in The RMR Group in Q3 2016 and held it in 5 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's The RMR Group position peaked at $1K in Q1 2017.
  • 198 funds tracked by Wall St. Rank held The RMR Group as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.