Fund Insights
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Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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SMG
Spectrum Management Group’s
Royce Value Trust
RVT
Stock Holding History
Spectrum Management Group’s Portfolio
RVT Stock Details
RVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Hold
0
–
–
–
75
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1-Year Est. Return
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1-Year Est. Return
RCM
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$2.1B AUM
2.15%
1-Year Est. Return
UBS Group
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$786B AUM
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1-Year Est. Return
Raymond James Financial Services Advisors
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$75.1B AUM
31.89%
1-Year Est. Return
Bank of America
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$1.55T AUM
33.47%
1-Year Est. Return
1832 Asset Management
Toronto, Ontario, Canada
$199B AUM
37.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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