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Optimum Investment Advisors’s The RMR Group RMR Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-1
Closed – – 1004
2019
Q3 		$0 Sell
1
-8
-89% -$376 ﹤0.01% 1021
2019
Q2 		$0 Hold
9
– – ﹤0.01% 993
2019
Q1 		$1K Hold
9
– – ﹤0.01% 982
2018
Q4 		$0 Hold
9
– – ﹤0.01% 1016
2018
Q3 		$1K Hold
9
– – ﹤0.01% 1013
2018
Q2 		$1K Hold
9
– – ﹤0.01% 1038
2018
Q1 		$1K Buy
+9
New +$579 ﹤0.01% 997

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's RMR Position: Q4 2019 in Review

Optimum Investment Advisors sold out of The RMR Group (RMR) in Q4 2019, closing a stake of 1 share.

Optimum Investment Advisors first reported a position in RMR in Q1 2018 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 213 funds tracked by Wall St. Rank hold RMR as of Q4 2019.

  • Optimum Investment Advisors reported no remaining The RMR Group position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1 The RMR Group share in Q4 2019.
  • Optimum Investment Advisors first reported a position in The RMR Group in Q1 2018 and held it in 7 quarters.
  • Optimum Investment Advisors's The RMR Group position peaked at $1K in Q1 2019.
  • 213 funds tracked by Wall St. Rank held The RMR Group as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.