CA
RMT

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

Cetera 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
2024
Q1 		$2.59M Buy
+274,430
New +$2.51M 0.02% 701
2014
Q1 		– Sell
-10,174
Closed -$129K – 574
2013
Q4 		$129K Buy
+10,174
New +$124K 0.02% 478

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cetera Advisors's RMT Position: Q1 2024 in Review

Cetera Advisors opened a new position in Royce Micro-Cap Trust (RMT) in Q1 2024: 274,430 shares worth $2.59M. The stake represents 0.02% of the portfolio and ranks #701 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in RMT as recently as Q4 2013.

Cetera Advisors first reported a position in RMT in Q4 2013 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold RMT as of Q1 2024.

  • Cetera Advisors held 274,430 shares of Royce Micro-Cap Trust worth $2.59M as of Q1 2024.
  • Royce Micro-Cap Trust was a new Cetera Advisors position in Q1 2024.
  • Royce Micro-Cap Trust made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #701 holding.
  • Cetera Advisors first reported a position in Royce Micro-Cap Trust in Q4 2013 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.