WAM
RMT

Wealthspire Advisors (Maryland)’s Royce Micro-Cap Trust RMT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-77
Closed -$1K – 2483
2018
Q2 		$1K Buy
77
+41
+114% +$405 ﹤0.01% 2354
2018
Q1 		$0 Hold
36
– – ﹤0.01% 2618
2017
Q4 		$0 Buy
+36
New +$335 ﹤0.01% 2535

Other funds holding RMT

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Wells Fargo
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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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RMT Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Royce Micro-Cap Trust (RMT) in Q3 2018, closing a stake of 77 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in RMT in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 74 funds tracked by Wall St. Rank hold RMT as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Royce Micro-Cap Trust position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 77 Royce Micro-Cap Trust shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Royce Micro-Cap Trust in Q4 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Royce Micro-Cap Trust position peaked at $1K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.