LGWM
RMD icon

Litman Gregory Wealth Management’s ResMed RMD Stock Holding History

Litman Gregory Wealth Management’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-905
Closed -$89K – 155
2018
Q1 		$89K Buy
+905
New +$85.5K 0.04% 55

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Litman Gregory Wealth Management's RMD Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of ResMed (RMD) in Q2 2018, closing a stake of 905 shares — an estimated $89K sold.

Litman Gregory Wealth Management first reported a position in RMD in Q1 2018 and held it in 1 quarter. The position peaked at $89K in Q1 2018. 465 funds tracked by Wall St. Rank hold RMD as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining ResMed position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 905 ResMed shares in Q2 2018, an estimated $89K.
  • Litman Gregory Wealth Management first reported a position in ResMed in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's ResMed position peaked at $89K in Q1 2018.
  • 465 funds tracked by Wall St. Rank held ResMed as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.