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Measured Wealth Private Client Group’s The RMR Group RMR Stock Holding History

Measured Wealth Private Client Group’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
-22
Closed -$2K – 561
2018
Q3 		$2K Buy
+22
New +$1.93K ﹤0.01% 780

Other funds holding RMR

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

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

Measured Wealth Private Client Group first reported a position in RMR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 203 funds tracked by Wall St. Rank hold RMR as of Q4 2018.

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

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