TFO
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Tarbox Family Office’s The RMR Group RMR Stock Holding History

Tarbox Family Office’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
-1
Closed – – 1280
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1166
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1139
2019
Q2 		$0 Buy
+1
New +$54 ﹤0.01% 1118
2016
Q1 		– Sell
-1
Closed – – 599
2015
Q4 		$0 Buy
+1
New +$14 ﹤0.01% 574

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

Tarbox Family Office's RMR Position: Q1 2020 in Review

Tarbox Family Office sold out of The RMR Group (RMR) in Q1 2020, closing a stake of 1 share.

Tarbox Family Office first reported a position in RMR in Q4 2015 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 185 funds tracked by Wall St. Rank hold RMR as of Q1 2020.

  • Tarbox Family Office reported no remaining The RMR Group position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 1 The RMR Group share in Q1 2020.
  • Tarbox Family Office first reported a position in The RMR Group in Q4 2015 and held it in 4 quarters.
  • Tarbox Family Office's The RMR Group position peaked at $0 in Q4 2019.
  • 185 funds tracked by Wall St. Rank held The RMR Group as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.