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

Tobias 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
2020 Q1	–	Sell	-3	Closed	–	–	228
2019 Q4	$0	Buy	+3	New	+$139	﹤0.01%	302

Other funds holding RMR

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

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 New York $63.9B AUM 45.56% 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

ECM

Engine Capital Management New York $828M AUM 6.49% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tobias Financial Advisors's RMR Position: Q1 2020 in Review

Tobias Financial Advisors sold out of The RMR Group (RMR) in Q1 2020, closing a stake of 3 shares.

Tobias Financial Advisors first reported a position in RMR in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 185 funds tracked by Wall St. Rank hold RMR as of Q1 2020.

Tobias Financial Advisors reported no remaining The RMR Group position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 3 The RMR Group shares in Q1 2020.
Tobias Financial Advisors first reported a position in The RMR Group in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors'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 Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.