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JWest’s Riverview Bancorp RVSB Stock Holding History

JWest’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
2014
Q3 		$1.85M Sell
477,002
-20,850
-4% -$79.9K 1.68% 14
2014
Q2 		$1.93M Sell
497,852
-12,887
-3% -$46.9K 1.35% 21
2014
Q1 		$1.76M Sell
510,739
-62,575
-11% -$203K 1.37% 20
2013
Q4 		$1.62M Buy
+573,314
New +$1.56M 1.29% 24

Other funds holding RVSB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

JWest's RVSB Position: Q3 2014 in Review

JWest reduced its Riverview Bancorp (RVSB) stake by 4.2% in Q3 2014, selling an estimated $79.9K and leaving 477,002 shares worth $1.85M. The position accounts for 1.68% of the portfolio, ranked #14.

JWest first reported a position in RVSB in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.93M in Q2 2014. 40 funds tracked by Wall St. Rank hold RVSB as of Q3 2014.

  • JWest held 477,002 shares of Riverview Bancorp worth $1.85M as of Q3 2014.
  • JWest sold 20,850 Riverview Bancorp shares in Q3 2014, an estimated $79.9K.
  • Riverview Bancorp made up 1.68% of JWest's portfolio in Q3 2014, its #14 holding.
  • JWest first reported a position in Riverview Bancorp in Q4 2013 and has held it in 4 quarters since.
  • JWest's Riverview Bancorp position peaked at $1.93M in Q2 2014.
  • 40 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2014.

Based on JWest's 13F filing for Q3 2014, filed 12 Nov 2014.