IWA
RGT

Intercontinental Wealth Advisors’s Royce Global Value Trust RGT Stock Holding History

Intercontinental Wealth Advisors’s Portfolio RGT Stock Details RGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-7,020
Closed -$62K – 450
2018
Q4 		$62K Buy
+7,020
New +$65.9K 0.03% 204

Other funds holding RGT

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Intercontinental Wealth Advisors's RGT Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of Royce Global Value Trust (RGT) in Q1 2019, closing a stake of 7,020 shares — an estimated $62K sold.

Intercontinental Wealth Advisors first reported a position in RGT in Q4 2018 and held it in 1 quarter. The position peaked at $62K in Q4 2018. 47 funds tracked by Wall St. Rank hold RGT as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining Royce Global Value Trust position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 7,020 Royce Global Value Trust shares in Q1 2019, an estimated $62K.
  • Intercontinental Wealth Advisors first reported a position in Royce Global Value Trust in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Royce Global Value Trust position peaked at $62K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.