SWP
RMR icon

Stratos Wealth Partners’s The RMR Group RMR Stock Holding History

Stratos Wealth Partners’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
-297
Closed -$28K – 2145
2018
Q3 		$28K Buy
+297
New +$26.1K ﹤0.01% 1716
2018
Q2 		– Sell
-122
Closed -$9K – 2236
2018
Q1 		$9K Hold
122
– – ﹤0.01% 2384
2017
Q4 		$7K Buy
+122
New +$6.86K ﹤0.01% 2281

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

Stratos Wealth Partners's RMR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of The RMR Group (RMR) in Q4 2018, closing a stake of 297 shares — an estimated $28K sold.

Stratos Wealth Partners first reported a position in RMR in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 203 funds tracked by Wall St. Rank hold RMR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining The RMR Group position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 297 The RMR Group shares in Q4 2018, an estimated $28K.
  • Stratos Wealth Partners first reported a position in The RMR Group in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's The RMR Group position peaked at $28K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held The RMR Group as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.