IA
RMT

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

IFP 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
2023
Q1 		– Sell
-103
Closed -$1K – 4233
2022
Q4 		$1K Sell
103
-2
-2% -$18 ﹤0.01% 4460
2022
Q3 		$1K Sell
105
-3
-3% -$27 ﹤0.01% 4663
2022
Q2 		$1K Hold
108
– – ﹤0.01% 4434
2022
Q1 		$1K Buy
+108
New +$1.13K ﹤0.01% 4432
2019
Q1 		$4K Sell
740
-10,189
-93% -$84.9K ﹤0.01% 1944
2018
Q4 		$80K Sell
10,929
-34,066
-76% -$292K ﹤0.01% 1323
2018
Q3 		$459K Buy
44,995
+951
+2% +$9.9K 0.02% 703
2018
Q2 		$440K Buy
44,044
+6,986
+19% +$69K 0.02% 713
2018
Q1 		$350K Hold
37,058
– – 0.02% 767
2017
Q4 		$350K Buy
37,058
+2,741
+8% +$25.5K 0.02% 767
2017
Q3 		$322K Buy
34,317
+8,884
+35% +$76.9K 0.01% 891
2017
Q2 		$220K Buy
25,433
+21,175
+497% +$182K 0.01% 1077
2017
Q1 		$36K Buy
4,258
+81
+2% +$673 ﹤0.01% 2128
2016
Q4 		$34K Sell
4,177
-2,353
-36% -$18.4K ﹤0.01% 2108
2016
Q3 		$51K Buy
6,530
+125
+2% +$968 ﹤0.01% 1804
2016
Q2 		$47K Buy
6,405
+5,665
+766% +$41.3K ﹤0.01% 1803
2016
Q1 		$4K Sell
740
-9,246
-93% -$61.3K ﹤0.01% 1939
2015
Q4 		$72K Buy
+9,986
New +$77.7K ﹤0.01% 1373

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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

IFP Advisors's RMT Position: Q1 2023 in Review

IFP Advisors sold out of Royce Micro-Cap Trust (RMT) in Q1 2023, closing a stake of 103 shares — an estimated $1K sold.

IFP Advisors first reported a position in RMT in Q4 2015 and held it in 18 quarters. The position peaked at $459K in Q3 2018. 87 funds tracked by Wall St. Rank hold RMT as of Q1 2023.

  • IFP Advisors reported no remaining Royce Micro-Cap Trust position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 103 Royce Micro-Cap Trust shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Royce Micro-Cap Trust in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Royce Micro-Cap Trust position peaked at $459K in Q3 2018.
  • 87 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.