SPC
RMT

Sigma Planning Corp’s Royce Micro-Cap Trust RMT Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-12,647
Closed -$106K – 825
2017
Q1 		$106K Buy
12,647
+1,529
+14% +$12.7K 0.01% 741
2016
Q4 		$91K Buy
+11,118
New +$87.1K 0.01% 697

Other funds holding RMT

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Sigma Planning Corp's RMT Position: Q2 2017 in Review

Sigma Planning Corp sold out of Royce Micro-Cap Trust (RMT) in Q2 2017, closing a stake of 12,647 shares — an estimated $106K sold.

Sigma Planning Corp first reported a position in RMT in Q4 2016 and held it in 2 quarters. The position peaked at $106K in Q1 2017. 65 funds tracked by Wall St. Rank hold RMT as of Q2 2017.

  • Sigma Planning Corp reported no remaining Royce Micro-Cap Trust position as of Q2 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 12,647 Royce Micro-Cap Trust shares in Q2 2017, an estimated $106K.
  • Sigma Planning Corp first reported a position in Royce Micro-Cap Trust in Q4 2016 and held it in 2 quarters.
  • Sigma Planning Corp's Royce Micro-Cap Trust position peaked at $106K in Q1 2017.
  • 65 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2017.

Based on Sigma Planning Corp's 13F filing for Q2 2017, filed 2 Aug 2017.