Ancora Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Ancora Advisors’s Portfolio RMT Stock Details RMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,275	Closed	-$20K	–	1890
2023 Q1	$20K	Hold	2,275	–	–	﹤0.01%	1133
2022 Q4	$20K	Buy	2,275 +39	+2%	+$343	﹤0.01%	1184
2022 Q3	$18K	Hold	2,236	–	–	﹤0.01%	1369
2022 Q2	$19K	Buy	2,236 +59	+3%	+$551	﹤0.01%	1455
2022 Q1	$23K	Hold	2,177	–	–	﹤0.01%	1512
2021 Q4	$25K	Hold	2,177	–	–	﹤0.01%	1515
2021 Q3	$25K	Buy	2,177 +1,000	+85%	+$11.8K	﹤0.01%	1413
2021 Q2	$15K	Hold	1,177	–	–	﹤0.01%	1433
2021 Q1	$13K	Hold	1,177	–	–	﹤0.01%	1397
2020 Q4	$12K	Hold	1,177	–	–	﹤0.01%	1166
2020 Q3	$9K	Hold	1,177	–	–	﹤0.01%	1167
2020 Q2	$8K	Hold	1,177	–	–	﹤0.01%	1154
2020 Q1	$7K	Hold	1,177	–	–	﹤0.01%	1240
2019 Q4	$10K	Buy	+1,177	New	+$9.62K	﹤0.01%	1176
2018 Q4	–	Sell	-1,177	Closed	-$12K	–	1065
2018 Q3	$12K	Buy	+1,177	New	+$12.3K	﹤0.01%	1171
2017 Q1	–	Sell	-1,735	Closed	-$14K	–	989
2016 Q4	$14K	Buy	+1,735	New	+$13.6K	﹤0.01%	1002

Other funds holding RMT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Ancora Advisors's RMT Position: Q2 2023 in Review

Ancora Advisors sold out of Royce Micro-Cap Trust (RMT) in Q2 2023, closing a stake of 2,275 shares — an estimated $20K sold.

Ancora Advisors first reported a position in RMT in Q4 2016 and held it in 16 quarters. The position peaked at $25K in Q4 2021. 85 funds tracked by Wall St. Rank hold RMT as of Q2 2023.

Ancora Advisors reported no remaining Royce Micro-Cap Trust position as of Q2 2023 after selling out during the quarter.
Ancora Advisors sold 2,275 Royce Micro-Cap Trust shares in Q2 2023, an estimated $20K.
Ancora Advisors first reported a position in Royce Micro-Cap Trust in Q4 2016 and held it in 16 quarters.
Ancora Advisors's Royce Micro-Cap Trust position peaked at $25K in Q4 2021.
85 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2023.

Based on Ancora Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.