Ropes Wealth Advisors’s The RMR Group RMR Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-4	Closed	–	–	713
2017 Q4	$0	Hold	4	–	–	﹤0.01%	809
2017 Q3	$0	Buy	+4	New	+$198	﹤0.01%	718

Other funds holding RMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Ropes Wealth Advisors's RMR Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of The RMR Group (RMR) in Q1 2018, closing a stake of 4 shares.

Ropes Wealth Advisors first reported a position in RMR in Q3 2017 and held it in 2 quarters. The position peaked at $0 in Q4 2017. 217 funds tracked by Wall St. Rank hold RMR as of Q1 2018.

Ropes Wealth Advisors reported no remaining The RMR Group position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 4 The RMR Group shares in Q1 2018.
Ropes Wealth Advisors first reported a position in The RMR Group in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's The RMR Group position peaked at $0 in Q4 2017.
217 funds tracked by Wall St. Rank held The RMR Group as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.