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JP Morgan Private Wealth Advisors’s Riverview Bancorp RVSB Stock Holding History

JP Morgan Private Wealth Advisors’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
2016
Q4 		– Sell
-10,098
Closed -$54K – 1292
2016
Q3 		$54K Buy
+10,098
New +$50.7K ﹤0.01% 1208

Other funds holding RVSB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RVSB Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of Riverview Bancorp (RVSB) in Q4 2016, closing a stake of 10,098 shares — an estimated $54K sold.

JP Morgan Private Wealth Advisors first reported a position in RVSB in Q3 2016 and held it in 1 quarter. The position peaked at $54K in Q3 2016. 58 funds tracked by Wall St. Rank hold RVSB as of Q4 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Riverview Bancorp position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,098 Riverview Bancorp shares in Q4 2016, an estimated $54K.
  • JP Morgan Private Wealth Advisors first reported a position in Riverview Bancorp in Q3 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Riverview Bancorp position peaked at $54K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Riverview Bancorp as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.