Lido Advisors
RMT

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

Lido 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
2020
Q1 		– Sell
-56,052
Closed -$479K – 658
2019
Q4 		$479K Hold
56,052
– – 0.02% 399
2019
Q3 		$451K Buy
+56,052
New +$451K 0.02% 358

Other funds holding RMT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Lido Advisors's RMT Position: Q1 2020 in Review

Lido Advisors sold out of Royce Micro-Cap Trust (RMT) in Q1 2020, closing a stake of 56,052 shares — an estimated $479K sold.

Lido Advisors first reported a position in RMT in Q3 2019 and held it in 2 quarters. The position peaked at $479K in Q4 2019. 84 funds tracked by Wall St. Rank hold RMT as of Q1 2020.

  • Lido Advisors reported no remaining Royce Micro-Cap Trust position as of Q1 2020 after selling out during the quarter.
  • Lido Advisors sold 56,052 Royce Micro-Cap Trust shares in Q1 2020, an estimated $479K.
  • Lido Advisors first reported a position in Royce Micro-Cap Trust in Q3 2019 and held it in 2 quarters.
  • Lido Advisors's Royce Micro-Cap Trust position peaked at $479K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2020.

Based on Lido Advisors's 13F filing for Q1 2020, filed 13 May 2020.