JOYN Advisors’s The RMR Group RMR Stock Holding History

JOYN 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 Q4	–	Sell	-12	Closed	-$1K	–	1861
2018 Q3	$1K	Sell	12 -64	-84%	-$5.63K	﹤0.01%	1655
2018 Q2	$6K	Sell	76 -381	-83%	-$29.3K	﹤0.01%	1084
2018 Q1	$32K	Buy	+457	New	+$29.4K	0.01%	577

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JOYN Advisors's RMR Position: Q4 2018 in Review

JOYN Advisors sold out of The RMR Group (RMR) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

JOYN Advisors first reported a position in RMR in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q1 2018. 203 funds tracked by Wall St. Rank hold RMR as of Q4 2018.

JOYN Advisors reported no remaining The RMR Group position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 12 The RMR Group shares in Q4 2018, an estimated $1K.
JOYN Advisors first reported a position in The RMR Group in Q1 2018 and held it in 3 quarters.
JOYN Advisors's The RMR Group position peaked at $32K in Q1 2018.
203 funds tracked by Wall St. Rank held The RMR Group as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.