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

IHT 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
2018
Q2 		– Sell
-19
Closed -$1K – 1142
2018
Q1 		$1K Hold
19
– – ﹤0.01% 1623
2017
Q4 		$1K Hold
19
– – ﹤0.01% 1613
2017
Q3 		$1K Sell
19
-2
-10% -$99 ﹤0.01% 1346
2017
Q2 		$0 Hold
21
– – ﹤0.01% 1461
2017
Q1 		$1K Hold
21
– – ﹤0.01% 1203
2016
Q4 		$1K Buy
+21
New +$814 ﹤0.01% 1146

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IHT Wealth Management's RMR Position: Q2 2018 in Review

IHT Wealth Management sold out of The RMR Group (RMR) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in RMR in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 216 funds tracked by Wall St. Rank hold RMR as of Q2 2018.

  • IHT Wealth Management reported no remaining The RMR Group position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 19 The RMR Group shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in The RMR Group in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's The RMR Group position peaked at $1K in Q1 2018.
  • 216 funds tracked by Wall St. Rank held The RMR Group as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.