Number of Shares
907,197.00
Current Holdings Value*
$7.65 Mil
% of Portfolio
2.98%
Total Estimate Gain
$236,725.86
% of Total Estimate Gain
0.93%

Shaker Financial Services, LLC's Royce Micro-Cap Trust Inc Holding Summary

As of 2025-03-31, Shaker Financial Services, LLC held 907,197.00 shares of Royce Micro-Cap Trust Inc(RMT), totaling $7.65 Mil. This investment constitutes 2.98% of their stock portfolio, and Shaker Financial Services, LLC now holds 1.79% of the outstanding Royce Micro-Cap Trust Inc(RMT) stock.

The initial trade took place in 2014Q1. And since then Shaker Financial Services, LLC has made 26 purchases of RMT, at an average price of $9.41, for a total of 2.70 Mil shares. In addition, there have been 10 sales at an average price of $9.49 for 1.80 Mil shares. Based on historical transaction data and RMT's current price of $9.50, Shaker Financial Services, LLC's estimated gain on his RMT holdings is $236,725.86, reflecting a 0.93% gain to date.

Shaker Financial Services, LLC RMT ($9.50) Holding Chart

Shaker Financial Services, LLC RMT ($9.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1