BRWA
RMT

B. Riley Wealth Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

B. Riley Wealth 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
2021
Q3 		– Sell
-10,869
Closed -$135K – 1459
2021
Q2 		$135K Buy
+10,869
New +$130K ﹤0.01% 1279

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

B. Riley Wealth Advisors's RMT Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Royce Micro-Cap Trust (RMT) in Q3 2021, closing a stake of 10,869 shares — an estimated $135K sold.

B. Riley Wealth Advisors first reported a position in RMT in Q2 2021 and held it in 1 quarter. The position peaked at $135K in Q2 2021. 95 funds tracked by Wall St. Rank hold RMT as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Royce Micro-Cap Trust position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,869 Royce Micro-Cap Trust shares in Q3 2021, an estimated $135K.
  • B. Riley Wealth Advisors first reported a position in Royce Micro-Cap Trust in Q2 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Royce Micro-Cap Trust position peaked at $135K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.