JIP
RMT

Jaffetilchin Investment Partners’s Royce Micro-Cap Trust RMT Stock Holding History

Jaffetilchin Investment 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
2025
Q4 		– Sell
-79,526
Closed -$826K – 474
2025
Q3 		$826K Buy
79,526
+60,344
+315% +$596K 0.05% 213
2025
Q2 		$177K Buy
19,182
+7,695
+67% +$65.4K 0.01% 417
2025
Q1 		$96.8K Sell
11,487
-3,931
-25% -$37.1K 0.01% 400
2024
Q4 		$150K Buy
15,418
+1,714
+13% +$16.8K 0.01% 377
2024
Q3 		$132K Buy
13,704
+2,916
+27% +$27.8K 0.01% 422
2024
Q2 		$99.1K Sell
10,788
-15,683
-59% -$145K 0.01% 345
2024
Q1 		$250K Buy
26,471
+14,820
+127% +$135K 0.02% 313
2023
Q4 		$108K Buy
+11,651
New +$97.3K 0.01% 341
2020
Q3 		– Sell
-37,492
Closed -$270K – 254
2020
Q2 		$270K Buy
+37,492
New +$249K 0.06% 173
2019
Q4 		– Sell
-28,590
Closed -$230K – 248
2019
Q3 		$230K Sell
28,590
-77,099
-73% -$621K 0.05% 196
2019
Q2 		$869K Buy
105,689
+4,170
+4% +$34.5K 0.2% 78
2019
Q1 		$846K Sell
101,519
-6,657
-6% -$55.5K 0.19% 86
2018
Q4 		$803K Sell
108,176
-30,692
-22% -$264K 0.2% 77
2018
Q3 		$1.42M Buy
138,868
+3,491
+3% +$36.3K 0.3% 59
2018
Q2 		$1.35M Sell
135,377
-9,468
-7% -$93.5K 0.3% 55
2018
Q1 		$1.36M Buy
144,845
+91,038
+169% +$866K 0.3% 55
2017
Q4 		$508K Sell
53,807
-84,227
-61% -$785K 0.17% 109
2017
Q3 		$1.29M Buy
138,034
+84,818
+159% +$734K 0.31% 56
2017
Q2 		$460K Sell
53,216
-32,640
-38% -$280K 0.16% 117
2017
Q1 		$720K Buy
+85,856
New +$714K 0.18% 90

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Jaffetilchin Investment Partners's RMT Position: Q4 2025 in Review

Jaffetilchin Investment Partners sold out of Royce Micro-Cap Trust (RMT) in Q4 2025, closing a stake of 79,526 shares — an estimated $826K sold.

Jaffetilchin Investment Partners first reported a position in RMT in Q1 2017 and held it in 20 quarters. The position peaked at $1.42M in Q3 2018. 98 funds tracked by Wall St. Rank hold RMT as of Q4 2025.

  • Jaffetilchin Investment Partners reported no remaining Royce Micro-Cap Trust position as of Q4 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 79,526 Royce Micro-Cap Trust shares in Q4 2025, an estimated $826K.
  • Jaffetilchin Investment Partners first reported a position in Royce Micro-Cap Trust in Q1 2017 and held it in 20 quarters.
  • Jaffetilchin Investment Partners's Royce Micro-Cap Trust position peaked at $1.42M in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2025, filed 15 Jan 2026.