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JNBA Financial Advisors’s The RMR Group RMR Stock Holding History

JNBA Financial 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
2018
Q2 		– Sell
-4
Closed – – 539
2018
Q1 		$0 Hold
4
– – ﹤0.01% 504
2017
Q4 		$0 Hold
4
– – ﹤0.01% 487
2017
Q3 		$0 Hold
4
– – ﹤0.01% 478
2017
Q2 		$0 Hold
4
– – ﹤0.01% 458
2017
Q1 		$0 Hold
4
– – ﹤0.01% 491
2016
Q4 		$0 Sell
4
-24
-86% -$931 ﹤0.01% 1147
2016
Q3 		$1K Buy
28
+24
+600% +$875 ﹤0.01% 1531
2016
Q2 		$0 Hold
4
– – ﹤0.01% 545
2016
Q1 		$0 Hold
4
– – ﹤0.01% 557
2015
Q4 		$0 Buy
+4
New +$56 ﹤0.01% 541

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

JNBA Financial Advisors's RMR Position: Q2 2018 in Review

JNBA Financial Advisors sold out of The RMR Group (RMR) in Q2 2018, closing a stake of 4 shares.

JNBA Financial Advisors first reported a position in RMR in Q4 2015 and held it in 10 quarters. The position peaked at $1K in Q3 2016. 216 funds tracked by Wall St. Rank hold RMR as of Q2 2018.

  • JNBA Financial Advisors reported no remaining The RMR Group position as of Q2 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 4 The RMR Group shares in Q2 2018.
  • JNBA Financial Advisors first reported a position in The RMR Group in Q4 2015 and held it in 10 quarters.
  • JNBA Financial Advisors's The RMR Group position peaked at $1K in Q3 2016.
  • 216 funds tracked by Wall St. Rank held The RMR Group as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.