RIA
RMT

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

Realta Investment 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
-2,600
Closed -$22K – 1160
2019
Q4 		$22K Hold
2,600
– – 0.01% 899
2019
Q3 		$21K Hold
2,600
– – 0.01% 910
2019
Q2 		$21K Hold
2,600
– – 0.01% 927
2019
Q1 		$22K Buy
+2,600
New +$21.7K 0.01% 736

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

Realta Investment Advisors's RMT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Royce Micro-Cap Trust (RMT) in Q1 2020, closing a stake of 2,600 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in RMT in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 84 funds tracked by Wall St. Rank hold RMT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Royce Micro-Cap Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,600 Royce Micro-Cap Trust shares in Q1 2020, an estimated $22K.
  • Realta Investment Advisors first reported a position in Royce Micro-Cap Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Royce Micro-Cap Trust position peaked at $22K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.