IBEX Wealth Advisors’s The RMR Group RMR Stock Holding History

IBEX Wealth Advisors’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 Q1	–	Sell	-8	Closed	–	–	318
2016 Q4	$0	Buy	+8	New	+$310	﹤0.01%	464

Other funds holding RMR

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

HRCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

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

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

IBEX Wealth Advisors's RMR Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of The RMR Group (RMR) in Q1 2017, closing a stake of 8 shares.

IBEX Wealth Advisors first reported a position in RMR in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 175 funds tracked by Wall St. Rank hold RMR as of Q1 2017.

IBEX Wealth Advisors reported no remaining The RMR Group position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 8 The RMR Group shares in Q1 2017.
IBEX Wealth Advisors first reported a position in The RMR Group in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's The RMR Group position peaked at $0 in Q4 2016.
175 funds tracked by Wall St. Rank held The RMR Group as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.