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WFG Advisors’s The RMR Group RMR Stock Holding History

WFG 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
2017
Q2 		$1K Sell
12
-8
-40% -$404 ﹤0.01% 1499
2017
Q1 		$1K Hold
20
– – ﹤0.01% 1425
2016
Q4 		$1K Hold
20
– – ﹤0.01% 1499
2016
Q3 		$1K Hold
20
– – ﹤0.01% 1494
2016
Q2 		$1K Hold
20
– – ﹤0.01% 1482
2016
Q1 		$1K Hold
20
– – ﹤0.01% 1446
2015
Q4 		$0 Buy
+20
New +$282 ﹤0.01% 1659

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

WFG Advisors's RMR Position: Q2 2017 in Review

WFG Advisors reduced its The RMR Group (RMR) stake by 40% in Q2 2017, selling an estimated $404 and leaving 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

WFG Advisors first reported a position in RMR in Q4 2015 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold RMR as of Q2 2017.

  • WFG Advisors held 12 shares of The RMR Group worth $1K as of Q2 2017.
  • WFG Advisors sold 8 The RMR Group shares in Q2 2017, an estimated $404.
  • The RMR Group made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1499 holding.
  • WFG Advisors first reported a position in The RMR Group in Q4 2015 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held The RMR Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.