Wealthcare Advisory Partners’s The RMR Group RMR Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-6	Closed	–	–	1584
2021 Q1	$0	Buy	+6	New	+$237	﹤0.01%	2100
2020 Q2	–	Sell	-6	Closed	–	–	1132
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1572
2019 Q4	$0	Buy	6 +2	+50%	+$93	﹤0.01%	1428
2019 Q3	$0	Sell	4 -1	-20%	-$47	﹤0.01%	1403
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1350
2019 Q1	$0	Hold	5	–	–	﹤0.01%	1268
2018 Q4	$0	Hold	5	–	–	﹤0.01%	1264
2018 Q3	$0	Hold	5	–	–	﹤0.01%	1292
2018 Q2	$0	Hold	5	–	–	﹤0.01%	1297
2018 Q1	$0	Hold	5	–	–	﹤0.01%	1219
2017 Q4	$0	Hold	5	–	–	﹤0.01%	1166
2017 Q3	$0	Buy	+5	New	+$247	﹤0.01%	922

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners's RMR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of The RMR Group (RMR) in Q2 2021, closing a stake of 6 shares.

Wealthcare Advisory Partners first reported a position in RMR in Q3 2017 and held it in 12 quarters. The position peaked at $0 in Q1 2021. 176 funds tracked by Wall St. Rank hold RMR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining The RMR Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 6 The RMR Group shares in Q2 2021.
Wealthcare Advisory Partners first reported a position in The RMR Group in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's The RMR Group position peaked at $0 in Q1 2021.
176 funds tracked by Wall St. Rank held The RMR Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.