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Reilly Financial Advisors’s The RMR Group RMR Stock Holding History

Reilly Financial 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
Q3 		– Sell
-1,238
Closed -$58K – 960
2019
Q2 		$58K Buy
1,238
+8
+0.7% +$431 0.01% 339
2019
Q1 		$75K Buy
1,230
+6
+0.5% +$395 0.01% 280
2018
Q4 		$65K Buy
1,224
+6
+0.5% +$424 0.01% 283
2018
Q3 		$113K Buy
+1,218
New +$107K 0.02% 228

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Reilly Financial Advisors's RMR Position: Q3 2019 in Review

Reilly Financial Advisors sold out of The RMR Group (RMR) in Q3 2019, closing a stake of 1,238 shares — an estimated $58K sold.

Reilly Financial Advisors first reported a position in RMR in Q3 2018 and held it in 4 quarters. The position peaked at $113K in Q3 2018. 205 funds tracked by Wall St. Rank hold RMR as of Q3 2019.

  • Reilly Financial Advisors reported no remaining The RMR Group position as of Q3 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,238 The RMR Group shares in Q3 2019, an estimated $58K.
  • Reilly Financial Advisors first reported a position in The RMR Group in Q3 2018 and held it in 4 quarters.
  • Reilly Financial Advisors's The RMR Group position peaked at $113K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held The RMR Group as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.