MWM
RMT

Mascoma Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Mascoma Wealth Management’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
2017
Q3 		– Sell
-733
Closed -$6K – 412
2017
Q2 		$6K Buy
+733
New +$6.29K ﹤0.01% 316

Other funds holding RMT

HK
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RCM
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CA
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Morgan Stanley
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UBS Group
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return