BWP
RMT

BSW Wealth Partners’s Royce Micro-Cap Trust RMT Stock Holding History

BSW Wealth Partners’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
2016
Q3 		– Sell
-53,043
Closed -$389K – 71
2016
Q2 		$389K Buy
+53,043
New +$387K 0.21% 45

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PAIM
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BSW Wealth Partners's RMT Position: Q3 2016 in Review

BSW Wealth Partners sold out of Royce Micro-Cap Trust (RMT) in Q3 2016, closing a stake of 53,043 shares — an estimated $389K sold.

BSW Wealth Partners first reported a position in RMT in Q2 2016 and held it in 1 quarter. The position peaked at $389K in Q2 2016. 67 funds tracked by Wall St. Rank hold RMT as of Q3 2016.

  • BSW Wealth Partners reported no remaining Royce Micro-Cap Trust position as of Q3 2016 after selling out during the quarter.
  • BSW Wealth Partners sold 53,043 Royce Micro-Cap Trust shares in Q3 2016, an estimated $389K.
  • BSW Wealth Partners first reported a position in Royce Micro-Cap Trust in Q2 2016 and held it in 1 quarter.
  • BSW Wealth Partners's Royce Micro-Cap Trust position peaked at $389K in Q2 2016.
  • 67 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2016.

Based on BSW Wealth Partners's 13F filing for Q3 2016, filed 10 Nov 2016.