SIM
RMT

Sonora Investment Management’s Royce Micro-Cap Trust RMT Stock Holding History

Sonora Investment Management’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
2018
Q1 		– Sell
-217
Closed -$2.05K – 1219
2017
Q4 		$2.05K Buy
+217
New +$2.02K ﹤0.01% 1058

Other funds holding RMT

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Sonora Investment Management's RMT Position: Q1 2018 in Review

Sonora Investment Management sold out of Royce Micro-Cap Trust (RMT) in Q1 2018, closing a stake of 217 shares — an estimated $2.05K sold.

Sonora Investment Management first reported a position in RMT in Q4 2017 and held it in 1 quarter. The position peaked at $2.05K in Q4 2017. 68 funds tracked by Wall St. Rank hold RMT as of Q1 2018.

  • Sonora Investment Management reported no remaining Royce Micro-Cap Trust position as of Q1 2018 after selling out during the quarter.
  • Sonora Investment Management sold 217 Royce Micro-Cap Trust shares in Q1 2018, an estimated $2.05K.
  • Sonora Investment Management first reported a position in Royce Micro-Cap Trust in Q4 2017 and held it in 1 quarter.
  • Sonora Investment Management's Royce Micro-Cap Trust position peaked at $2.05K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.