NFG
RMT

Nations Financial Group’s Royce Micro-Cap Trust RMT Stock Holding History

Nations Financial Group’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
Q2 		– Sell
-10,321
Closed -$90.5K – 639
2023
Q1 		$90.5K Sell
10,321
-100
-1% -$915 0.01% 602
2022
Q4 		$90.5K Buy
+10,421
New +$91.6K 0.01% 586

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Nations Financial Group's RMT Position: Q2 2023 in Review

Nations Financial Group sold out of Royce Micro-Cap Trust (RMT) in Q2 2023, closing a stake of 10,321 shares — an estimated $90.5K sold.

Nations Financial Group first reported a position in RMT in Q4 2022 and held it in 2 quarters. The position peaked at $90.5K in Q1 2023. 85 funds tracked by Wall St. Rank hold RMT as of Q2 2023.

  • Nations Financial Group reported no remaining Royce Micro-Cap Trust position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 10,321 Royce Micro-Cap Trust shares in Q2 2023, an estimated $90.5K.
  • Nations Financial Group first reported a position in Royce Micro-Cap Trust in Q4 2022 and held it in 2 quarters.
  • Nations Financial Group's Royce Micro-Cap Trust position peaked at $90.5K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.