BWA
RGT

Burt Wealth Advisors’s Royce Global Value Trust RGT Stock Holding History

Burt Wealth Advisors’s Portfolio RGT Stock Details RGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4
Closed – – 417
2020
Q3 		$0 Buy
+4
New +$50 ﹤0.01% 432

Other funds holding RGT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Burt Wealth Advisors's RGT Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Royce Global Value Trust (RGT) in Q4 2020, closing a stake of 4 shares.

Burt Wealth Advisors first reported a position in RGT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 44 funds tracked by Wall St. Rank hold RGT as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Royce Global Value Trust position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 4 Royce Global Value Trust shares in Q4 2020.
  • Burt Wealth Advisors first reported a position in Royce Global Value Trust in Q3 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Royce Global Value Trust position peaked at $0 in Q3 2020.
  • 44 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.