Freestone Capital Holdings’s Riverview Bancorp RVSB Stock Holding History

Freestone Capital Holdings’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
2021 Q1	–	Sell	-2,500	Closed	-$13.2K	–	970
2020 Q4	$13.2K	Hold	2,500	–	–	﹤0.01%	803
2020 Q3	$10.4K	Buy	+2,500	New	+$11.2K	﹤0.01%	738
2017 Q1	–	Sell	-20,999	Closed	-$147K	–	370
2016 Q4	$147K	Hold	20,999	–	–	0.01%	332
2016 Q3	$113K	Hold	20,999	–	–	0.01%	331
2016 Q2	$99K	Hold	20,999	–	–	0.01%	309
2016 Q1	$88K	Hold	20,999	–	–	0.01%	320
2015 Q4	$98K	Hold	20,999	–	–	0.01%	345
2015 Q3	$100K	Buy	+20,999	New	+$90.9K	0.01%	328

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

BGIM

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

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

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

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

Freestone Capital Holdings's RVSB Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Riverview Bancorp (RVSB) in Q1 2021, closing a stake of 2,500 shares — an estimated $13.2K sold.

Freestone Capital Holdings first reported a position in RVSB in Q3 2015 and held it in 8 quarters. The position peaked at $147K in Q4 2016. 77 funds tracked by Wall St. Rank hold RVSB as of Q1 2021.

Freestone Capital Holdings reported no remaining Riverview Bancorp position as of Q1 2021 after selling out during the quarter.
Freestone Capital Holdings sold 2,500 Riverview Bancorp shares in Q1 2021, an estimated $13.2K.
Freestone Capital Holdings first reported a position in Riverview Bancorp in Q3 2015 and held it in 8 quarters.
Freestone Capital Holdings's Riverview Bancorp position peaked at $147K in Q4 2016.
77 funds tracked by Wall St. Rank held Riverview Bancorp as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.