Global Retirement Partners’s Royce Micro-Cap Trust RMT Stock Holding History

Global Retirement 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
2023 Q1	–	Sell	-2,415	Closed	-$21K	–	3319
2022 Q4	$21K	Buy	2,415 +74	+3%	+$650	﹤0.01%	1459
2022 Q3	$21K	Buy	2,341 +55	+2%	+$489	﹤0.01%	1377
2022 Q2	$19K	Buy	2,286 +61	+3%	+$570	﹤0.01%	1373
2022 Q1	$20K	Buy	+2,225	New	+$23.3K	﹤0.01%	1350
2019 Q4	–	Sell	-1,100	Closed	-$9K	–	1687
2019 Q3	$9K	Hold	1,100	–	–	﹤0.01%	1149
2019 Q2	$9K	Buy	+1,100	New	+$9.09K	﹤0.01%	1146

Other funds holding RMT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Global Retirement Partners's RMT Position: Q1 2023 in Review

Global Retirement Partners sold out of Royce Micro-Cap Trust (RMT) in Q1 2023, closing a stake of 2,415 shares — an estimated $21K sold.

Global Retirement Partners first reported a position in RMT in Q2 2019 and held it in 6 quarters. The position peaked at $21K in Q3 2022. 87 funds tracked by Wall St. Rank hold RMT as of Q1 2023.

Global Retirement Partners reported no remaining Royce Micro-Cap Trust position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 2,415 Royce Micro-Cap Trust shares in Q1 2023, an estimated $21K.
Global Retirement Partners first reported a position in Royce Micro-Cap Trust in Q2 2019 and held it in 6 quarters.
Global Retirement Partners's Royce Micro-Cap Trust position peaked at $21K in Q3 2022.
87 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.