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Wealthspire Advisors (Maryland)’s The RMR Group RMR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3
Closed – – 1676
2019
Q1 		$0 Hold
3
– – ﹤0.01% 2576
2018
Q4 		$0 Hold
3
– – ﹤0.01% 2546
2018
Q3 		$0 Hold
3
– – ﹤0.01% 2482
2018
Q2 		$0 Hold
3
– – ﹤0.01% 2554
2018
Q1 		$0 Hold
3
– – ﹤0.01% 2617
2017
Q4 		$0 Hold
3
– – ﹤0.01% 2534
2017
Q3 		$0 Hold
3
– – ﹤0.01% 2421
2017
Q2 		$0 Hold
3
– – ﹤0.01% 2262
2017
Q1 		$0 Hold
3
– – ﹤0.01% 2001
2016
Q4 		$0 Hold
3
– – ﹤0.01% 1824
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1795
2016
Q2 		$0 Sell
3
-4
-57% -$111 ﹤0.01% 1792
2016
Q1 		$0 Hold
7
– – ﹤0.01% 1824
2015
Q4 		$0 Buy
+7
New +$99 ﹤0.01% 1762

Other funds holding RMR

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 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

Wealthspire Advisors (Maryland)'s RMR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of The RMR Group (RMR) in Q2 2019, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in RMR in Q4 2015 and held it in 14 quarters. The position peaked at $0 in Q1 2019. 229 funds tracked by Wall St. Rank hold RMR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining The RMR Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 The RMR Group shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in The RMR Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s The RMR Group position peaked at $0 in Q1 2019.
  • 229 funds tracked by Wall St. Rank held The RMR Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.