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

Realta 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
2020
Q1 		– Sell
-105
Closed -$5K – 1159
2019
Q4 		$5K Buy
105
+6
+6% +$278 ﹤0.01% 1348
2019
Q3 		$5K Hold
99
– – ﹤0.01% 1333
2019
Q2 		$5K Buy
99
+96
+3,200% +$5.17K ﹤0.01% 1381
2019
Q1 		$0 Buy
+3
New +$198 ﹤0.01% 1348

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
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
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Realta Investment Advisors's RMR Position: Q1 2020 in Review

Realta Investment Advisors sold out of The RMR Group (RMR) in Q1 2020, closing a stake of 105 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in RMR in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 185 funds tracked by Wall St. Rank hold RMR as of Q1 2020.

  • Realta Investment Advisors reported no remaining The RMR Group position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 105 The RMR Group shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in The RMR Group in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's The RMR Group position peaked at $5K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held The RMR Group as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.