Gradient Investments’s The RMR Group RMR Stock Holding History

Gradient Investments’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
2019 Q2	–	Sell	-10	Closed	-$1K	–	1071
2019 Q1	$1K	Buy	+10	New	+$659	﹤0.01%	816
2018 Q1	–	Sell	-15	Closed	-$1K	–	1137
2017 Q4	$1K	Buy	+15	New	+$844	﹤0.01%	943
2016 Q2	–	Sell	-2	Closed	–	–	774
2016 Q1	$0	Buy	+2	New	+$43	﹤0.01%	781

Other funds holding RMR

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Gradient Investments's RMR Position: Q2 2019 in Review

Gradient Investments sold out of The RMR Group (RMR) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Gradient Investments first reported a position in RMR in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 229 funds tracked by Wall St. Rank hold RMR as of Q2 2019.

Gradient Investments reported no remaining The RMR Group position as of Q2 2019 after selling out during the quarter.
Gradient Investments sold 10 The RMR Group shares in Q2 2019, an estimated $1K.
Gradient Investments first reported a position in The RMR Group in Q1 2016 and held it in 3 quarters.
Gradient Investments's The RMR Group position peaked at $1K in Q1 2019.
229 funds tracked by Wall St. Rank held The RMR Group as of Q2 2019.

Based on Gradient Investments's 13F filing for Q2 2019, filed 16 Jul 2019.