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Integrated Wealth Management (Palm Desert)’s The RMR Group RMR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-10
Closed – – 833
2016
Q3 		$0 Hold
10
– – ﹤0.01% 1305
2016
Q2 		$0 Sell
10
-3
-23% -$83 ﹤0.01% 1363
2016
Q1 		$0 Sell
13
-22
-63% -$476 ﹤0.01% 1304
2015
Q4 		$1K Buy
+35
New +$493 ﹤0.01% 1215

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
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RMR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of The RMR Group (RMR) in Q4 2016, closing a stake of 10 shares.

Integrated Wealth Management (Palm Desert) first reported a position in RMR in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 167 funds tracked by Wall St. Rank hold RMR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining The RMR Group position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 10 The RMR Group shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in The RMR Group in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s The RMR Group position peaked at $1K in Q4 2015.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.