OIM
RGT

Oder Investment Management’s Royce Global Value Trust RGT Stock Holding History

Oder Investment Management’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
2021
Q1 		– Sell
-62
Closed -$1K – 397
2020
Q4 		$1K Buy
+62
New +$853 ﹤0.01% 495

Other funds holding RGT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oder Investment Management's RGT Position: Q1 2021 in Review

Oder Investment Management sold out of Royce Global Value Trust (RGT) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Oder Investment Management first reported a position in RGT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 44 funds tracked by Wall St. Rank hold RGT as of Q1 2021.

  • Oder Investment Management reported no remaining Royce Global Value Trust position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 62 Royce Global Value Trust shares in Q1 2021, an estimated $1K.
  • Oder Investment Management first reported a position in Royce Global Value Trust in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Royce Global Value Trust position peaked at $1K in Q4 2020.
  • 44 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.