RG
RMT

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

Retirement 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
2019
Q4 		$8K Buy
+935
New +$7.64K 0.01% 402

Other funds holding RMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's RMT Position: Q4 2019 in Review

Retirement Group opened a new position in Royce Micro-Cap Trust (RMT) in Q4 2019: 935 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

81 funds tracked by Wall St. Rank hold RMT as of Q4 2019.

  • Retirement Group held 935 shares of Royce Micro-Cap Trust worth $8K as of Q4 2019.
  • Royce Micro-Cap Trust was a new Retirement Group position in Q4 2019.
  • Royce Micro-Cap Trust made up 0.01% of Retirement Group's portfolio in Q4 2019, its #402 holding.
  • 81 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.