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Lucus Advisors’s The RMR Group RMR Stock Holding History

Lucus 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
Q1 		$225K Sell
3,222
-2,266
-41% -$146K 0.39% 68
2017
Q4 		$325K Sell
5,488
-1,291
-19% -$72.6K 0.47% 161
2017
Q3 		$348K Sell
6,779
-499
-7% -$24.7K 0.49% 93
2017
Q2 		$354K Sell
7,278
-1,072
-13% -$54.1K 0.48% 168
2017
Q1 		$413K Buy
+8,350
New +$397K 0.38% 62

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Lucus Advisors's RMR Position: Q1 2018 in Review

Lucus Advisors reduced its The RMR Group (RMR) stake by 41% in Q1 2018, selling an estimated $146K and leaving 3,222 shares worth $225K. The position accounts for 0.39% of the portfolio, ranked #68.

Lucus Advisors first reported a position in RMR in Q1 2017 and has held it in 5 quarters since. The position peaked at $413K in Q1 2017. 217 funds tracked by Wall St. Rank hold RMR as of Q1 2018.

  • Lucus Advisors held 3,222 shares of The RMR Group worth $225K as of Q1 2018.
  • Lucus Advisors sold 2,266 The RMR Group shares in Q1 2018, an estimated $146K.
  • The RMR Group made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #68 holding.
  • Lucus Advisors first reported a position in The RMR Group in Q1 2017 and has held it in 5 quarters since.
  • Lucus Advisors's The RMR Group position peaked at $413K in Q1 2017.
  • 217 funds tracked by Wall St. Rank held The RMR Group as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.