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Gupta Wealth Management’s The RMR Group RMR Stock Holding History

Gupta Wealth 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
2016
Q1 		$1K Sell
25
-18
-42% -$389 ﹤0.01% 1124
2015
Q4 		$1K Buy
+43
New +$605 ﹤0.01% 1206

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Gupta Wealth Management's RMR Position: Q1 2016 in Review

Gupta Wealth Management reduced its The RMR Group (RMR) stake by 42% in Q1 2016, selling an estimated $389 and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Gupta Wealth Management first reported a position in RMR in Q4 2015 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold RMR as of Q1 2016.

  • Gupta Wealth Management held 25 shares of The RMR Group worth $1K as of Q1 2016.
  • Gupta Wealth Management sold 18 The RMR Group shares in Q1 2016, an estimated $389.
  • The RMR Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1124 holding.
  • Gupta Wealth Management first reported a position in The RMR Group in Q4 2015 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held The RMR Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.