MWM
RMR icon

Mascoma Wealth Management’s The RMR Group RMR Stock Holding History

Mascoma Wealth Management’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
2017
Q4 		– Sell
-3
Closed – – 407
2017
Q3 		$0 Hold
3
– – ﹤0.01% 411
2017
Q2 		$0 Hold
3
– – ﹤0.01% 438
2017
Q1 		$0 Hold
3
– – ﹤0.01% 375
2016
Q4 		$0 Buy
+3
New +$116 ﹤0.01% 373

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
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Hawk Ridge Capital Management
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's RMR Position: Q4 2017 in Review

Mascoma Wealth Management sold out of The RMR Group (RMR) in Q4 2017, closing a stake of 3 shares.

Mascoma Wealth Management first reported a position in RMR in Q4 2016 and held it in 4 quarters. The position peaked at $0 in Q3 2017. 198 funds tracked by Wall St. Rank hold RMR as of Q4 2017.

  • Mascoma Wealth Management reported no remaining The RMR Group position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 3 The RMR Group shares in Q4 2017.
  • Mascoma Wealth Management first reported a position in The RMR Group in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's The RMR Group position peaked at $0 in Q3 2017.
  • 198 funds tracked by Wall St. Rank held The RMR Group as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.