J. Goldman & Co’s The RMR Group RMR Stock Holding History

J. Goldman & Co’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
2019 Q3	–	Sell	-63,522	Closed	-$2.98M	–	347
2019 Q2	$2.98M	Buy	+63,522	New	+$3.42M	0.21%	125
2017 Q1	–	Sell	-48,945	Closed	-$1.93M	–	396
2016 Q4	$1.93M	Sell	48,945 -95,180	-66%	-$3.69M	0.13%	175
2016 Q3	$5.47M	Sell	144,125 -45,455	-24%	-$1.66M	0.31%	94
2016 Q2	$5.87M	Sell	189,580 -46,121	-20%	-$1.28M	0.31%	76
2016 Q1	$5.89M	Sell	235,701 -170,600	-42%	-$3.69M	0.37%	84
2015 Q4	$5.86M	Buy	+406,301	New	+$5.72M	0.6%	58

Other funds holding RMR

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

HRCM

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

ECM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

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

J. Goldman & Co's RMR Position: Q3 2019 in Review

J. Goldman & Co sold out of The RMR Group (RMR) in Q3 2019, closing a stake of 63,522 shares — an estimated $2.98M sold.

J. Goldman & Co first reported a position in RMR in Q4 2015 and held it in 6 quarters. The position peaked at $5.89M in Q1 2016. 205 funds tracked by Wall St. Rank hold RMR as of Q3 2019.

J. Goldman & Co reported no remaining The RMR Group position as of Q3 2019 after selling out during the quarter.
J. Goldman & Co sold 63,522 The RMR Group shares in Q3 2019, an estimated $2.98M.
J. Goldman & Co first reported a position in The RMR Group in Q4 2015 and held it in 6 quarters.
J. Goldman & Co's The RMR Group position peaked at $5.89M in Q1 2016.
205 funds tracked by Wall St. Rank held The RMR Group as of Q3 2019.

Based on J. Goldman & Co's 13F filing for Q3 2019, filed 14 Nov 2019.