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Measured Wealth Private Client Group’s ResMed RMD Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-22
Closed -$2K – 560
2018
Q3 		$2K Buy
+22
New +$2.41K ﹤0.01% 779

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's RMD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of ResMed (RMD) in Q4 2018, closing a stake of 22 shares — an estimated $2K sold.

Measured Wealth Private Client Group first reported a position in RMD in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 501 funds tracked by Wall St. Rank hold RMD as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining ResMed position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 22 ResMed shares in Q4 2018, an estimated $2K.
  • Measured Wealth Private Client Group first reported a position in ResMed in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's ResMed position peaked at $2K in Q3 2018.
  • 501 funds tracked by Wall St. Rank held ResMed as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.