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KMS Financial Services’s Riverview Bancorp RVSB Stock Holding History

KMS Financial Services’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 		$132K Hold
33,176
– – 0.02% 508
2014
Q2 		$129K Hold
33,176
– – 0.02% 518
2014
Q1 		$114K Sell
33,176
-4,750
-13% -$15.4K 0.02% 507
2013
Q4 		$110K Buy
37,926
+5,000
+15% +$13.6K 0.02% 505
2013
Q3 		$87K Hold
32,926
– – 0.02% 428
2013
Q2 		$83K Buy
+32,926
New +$81.9K 0.02% 378

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
J
JWest Carmel, Indiana $110M AUM 27.44% 1-Year Est. Return

KMS Financial Services's RVSB Position: Q3 2014 in Review

KMS Financial Services held its Riverview Bancorp (RVSB) position steady in Q3 2014 at 33,176 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #508.

KMS Financial Services first reported a position in RVSB in Q2 2013 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold RVSB as of Q3 2014.

  • KMS Financial Services held 33,176 shares of Riverview Bancorp worth $132K as of Q3 2014.
  • KMS Financial Services left its Riverview Bancorp share count unchanged in Q3 2014.
  • Riverview Bancorp made up 0.02% of KMS Financial Services's portfolio in Q3 2014, its #508 holding.
  • KMS Financial Services first reported a position in Riverview Bancorp in Q2 2013 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.