Welch & Forbes’s The RMR Group RMR Stock Holding History

Welch & Forbes’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	-2,372	Closed	-$220K	–	353
2018 Q3	$220K	Buy	+2,372	New	+$209K	0.01%	342

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

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

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Welch & Forbes's RMR Position: Q4 2018 in Review

Welch & Forbes sold out of The RMR Group (RMR) in Q4 2018, closing a stake of 2,372 shares — an estimated $220K sold.

Welch & Forbes first reported a position in RMR in Q3 2018 and held it in 1 quarter. The position peaked at $220K in Q3 2018. 203 funds tracked by Wall St. Rank hold RMR as of Q4 2018.

Welch & Forbes reported no remaining The RMR Group position as of Q4 2018 after selling out during the quarter.
Welch & Forbes sold 2,372 The RMR Group shares in Q4 2018, an estimated $220K.
Welch & Forbes first reported a position in The RMR Group in Q3 2018 and held it in 1 quarter.
Welch & Forbes's The RMR Group position peaked at $220K in Q3 2018.
203 funds tracked by Wall St. Rank held The RMR Group as of Q4 2018.

Based on Welch & Forbes's 13F filing for Q4 2018, filed 5 Feb 2019.