Gradient Investments’s Royce Micro-Cap Trust RMT Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-442	Closed	-$4K	–	1634
2022 Q3	$4K	Buy	+442	New	+$3.93K	﹤0.01%	1014

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

1CP

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

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

PAIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Gradient Investments's RMT Position: Q4 2022 in Review

Gradient Investments sold out of Royce Micro-Cap Trust (RMT) in Q4 2022, closing a stake of 442 shares — an estimated $4K sold.

Gradient Investments first reported a position in RMT in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 86 funds tracked by Wall St. Rank hold RMT as of Q4 2022.

Gradient Investments reported no remaining Royce Micro-Cap Trust position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 442 Royce Micro-Cap Trust shares in Q4 2022, an estimated $4K.
Gradient Investments first reported a position in Royce Micro-Cap Trust in Q3 2022 and held it in 1 quarter.
Gradient Investments's Royce Micro-Cap Trust position peaked at $4K in Q3 2022.
86 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.