CIBC Private Wealth Group
RMT

CIBC Private Wealth Group’s Royce Micro-Cap Trust RMT Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-15,044
Closed -$145K – 3149
2024
Q3 		$145K Buy
15,044
+277
+2% +$2.64K ﹤0.01% 1337
2024
Q2 		$136K Buy
14,767
+14,749
+81,939% +$137K ﹤0.01% 1266
2024
Q1 		$173 Buy
+18
New +$165 ﹤0.01% 2997
2014
Q3 		– Sell
-16,216
Closed -$204K – 620
2014
Q2 		$204K Hold
16,216
– – ﹤0.01% 594
2014
Q1 		$204K Buy
+16,216
New +$200K ﹤0.01% 577

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

CIBC Private Wealth Group's RMT Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Royce Micro-Cap Trust (RMT) in Q4 2024, closing a stake of 15,044 shares — an estimated $145K sold.

CIBC Private Wealth Group first reported a position in RMT in Q1 2014 and held it in 5 quarters. The position peaked at $204K in Q2 2014. 96 funds tracked by Wall St. Rank hold RMT as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Royce Micro-Cap Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 15,044 Royce Micro-Cap Trust shares in Q4 2024, an estimated $145K.
  • CIBC Private Wealth Group first reported a position in Royce Micro-Cap Trust in Q1 2014 and held it in 5 quarters.
  • CIBC Private Wealth Group's Royce Micro-Cap Trust position peaked at $204K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.