Beese Fulmer Investment Management’s Riverview Bancorp RVSB Stock Holding History

Beese Fulmer Investment Management’s Portfolio RVSB Stock Details RVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,900	Closed	-$39K	–	462
2020 Q2	$39K	Buy	+6,900	New	+$35.1K	0.01%	347
2020 Q1	–	Sell	-11,082	Closed	-$91K	–	195
2019 Q4	$91K	Hold	11,082	–	–	0.01%	201
2019 Q3	$82K	Sell	11,082 -13,570	-55%	-$105K	0.01%	206
2019 Q2	$211K	Sell	24,652 -3,691	-13%	-$28.7K	0.04%	163
2019 Q1	$207K	Hold	28,343	–	–	0.04%	168
2018 Q4	$206K	Sell	28,343 -2,878	-9%	-$23.1K	0.05%	159
2018 Q3	$276K	Hold	31,221	–	–	0.05%	144
2018 Q2	$264K	Sell	31,221 -4,879	-14%	-$43.5K	0.06%	147
2018 Q1	$337K	Buy	36,100 +500	+1%	+$4.55K	0.07%	126
2017 Q4	$309K	Hold	35,600	–	–	0.07%	137
2017 Q3	$299K	Buy	35,600 +1,600	+5%	+$12.4K	0.07%	137
2017 Q2	$226K	Sell	34,000 -1,600	-4%	-$11.1K	0.05%	157
2017 Q1	$255K	Buy	+35,600	New	+$269K	0.06%	146

Other funds holding RVSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's RVSB Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Riverview Bancorp (RVSB) in Q3 2020, closing a stake of 6,900 shares — an estimated $39K sold.

Beese Fulmer Investment Management first reported a position in RVSB in Q1 2017 and held it in 13 quarters. The position peaked at $337K in Q1 2018. 80 funds tracked by Wall St. Rank hold RVSB as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Riverview Bancorp position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 6,900 Riverview Bancorp shares in Q3 2020, an estimated $39K.
Beese Fulmer Investment Management first reported a position in Riverview Bancorp in Q1 2017 and held it in 13 quarters.
Beese Fulmer Investment Management's Riverview Bancorp position peaked at $337K in Q1 2018.
80 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.