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Kiley Juergens Wealth Management’s Riverview Bancorp RVSB Stock Holding History

Kiley Juergens Wealth 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
2018
Q3 		– Sell
-350
Closed -$2K – 736
2018
Q2 		$2K Buy
+350
New +$3.12K ﹤0.01% 533
2018
Q1 		– Sell
-350
Closed -$3K – 494
2017
Q4 		$3K Buy
+350
New +$3.11K ﹤0.01% 619

Other funds holding RVSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Kiley Juergens Wealth Management's RVSB Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of Riverview Bancorp (RVSB) in Q3 2018, closing a stake of 350 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in RVSB in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 85 funds tracked by Wall St. Rank hold RVSB as of Q3 2018.

  • Kiley Juergens Wealth Management reported no remaining Riverview Bancorp position as of Q3 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 350 Riverview Bancorp shares in Q3 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in Riverview Bancorp in Q4 2017 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Riverview Bancorp position peaked at $3K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.