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Winch Advisory Services’s The RMR Group RMR Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-3
Closed – – 313
2017
Q2 		$0 Hold
3
– – ﹤0.01% 313
2017
Q1 		$0 Hold
3
– – ﹤0.01% 307
2016
Q4 		$0 Hold
3
– – ﹤0.01% 291
2016
Q3 		$0 Hold
3
– – ﹤0.01% 288
2016
Q2 		$0 Hold
3
– – ﹤0.01% 279
2016
Q1 		$0 Hold
3
– – ﹤0.01% 270
2015
Q4 		$0 Buy
+3
New +$42 ﹤0.01% 279

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 $84.2B AUM 55.88% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's RMR Position: Q3 2017 in Review

Winch Advisory Services sold out of The RMR Group (RMR) in Q3 2017, closing a stake of 3 shares.

Winch Advisory Services first reported a position in RMR in Q4 2015 and held it in 7 quarters. The position peaked at $0 in Q2 2017. 182 funds tracked by Wall St. Rank hold RMR as of Q3 2017.

  • Winch Advisory Services reported no remaining The RMR Group position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 3 The RMR Group shares in Q3 2017.
  • Winch Advisory Services first reported a position in The RMR Group in Q4 2015 and held it in 7 quarters.
  • Winch Advisory Services's The RMR Group position peaked at $0 in Q2 2017.
  • 182 funds tracked by Wall St. Rank held The RMR Group as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.