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Independent Portfolio Consultants’s The RMR Group RMR Stock Holding History

Independent Portfolio Consultants’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
Q2 		$5K Sell
101
-28
-22% -$1.41K ﹤0.01% 764
2017
Q1 		$6K Sell
129
-58
-31% -$2.76K ﹤0.01% 782
2016
Q4 		$7K Sell
187
-72
-28% -$2.79K ﹤0.01% 723
2016
Q3 		$10K Sell
259
-15
-5% -$547 ﹤0.01% 681
2016
Q2 		$8K Hold
274
– – ﹤0.01% 714
2016
Q1 		$7K Buy
+274
New +$5.93K ﹤0.01% 735

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 $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Independent Portfolio Consultants's RMR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its The RMR Group (RMR) stake by 22% in Q2 2017, selling an estimated $1.41K and leaving 101 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Independent Portfolio Consultants first reported a position in RMR in Q1 2016 and has held it in 6 quarters since. The position peaked at $10K in Q3 2016. 182 funds tracked by Wall St. Rank hold RMR as of Q2 2017.

  • Independent Portfolio Consultants held 101 shares of The RMR Group worth $5K as of Q2 2017.
  • Independent Portfolio Consultants sold 28 The RMR Group shares in Q2 2017, an estimated $1.41K.
  • The RMR Group made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #764 holding.
  • Independent Portfolio Consultants first reported a position in The RMR Group in Q1 2016 and has held it in 6 quarters since.
  • Independent Portfolio Consultants's The RMR Group position peaked at $10K in Q3 2016.
  • 182 funds tracked by Wall St. Rank held The RMR Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.