Ladenburg Thalmann Financial Services’s Riverview Bancorp RVSB Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$36K	Buy	4,384 +1,546	+54%	+$11.6K	﹤0.01%	3764
2019 Q3	$21K	Sell	2,838 -2,682	-49%	-$20.8K	﹤0.01%	4026
2019 Q2	$47K	Sell	5,520 -5,000	-48%	-$38.8K	﹤0.01%	3512
2019 Q1	$77K	Buy	10,520 +454	+5%	+$3.42K	﹤0.01%	3082
2018 Q4	$73K	Hold	10,066	–	–	﹤0.01%	2986
2018 Q3	$89K	Buy	10,066 +5,066	+101%	+$46.4K	﹤0.01%	2918
2018 Q2	$47K	Hold	5,000	–	–	﹤0.01%	3301
2018 Q1	$47K	Sell	5,000 -399	-7%	-$3.63K	﹤0.01%	3301
2017 Q4	$46K	Hold	5,399	–	–	﹤0.01%	3277
2017 Q3	$45K	Hold	5,399	–	–	﹤0.01%	3157
2017 Q2	$36K	Sell	5,399 -27,706	-84%	-$193K	﹤0.01%	3239
2017 Q1	$237K	Sell	33,105 -17,040	-34%	-$129K	﹤0.01%	1796
2016 Q4	$351K	Hold	50,145	–	–	﹤0.01%	1459
2016 Q3	$270K	Hold	50,145	–	–	﹤0.01%	1552
2016 Q2	$237K	Hold	50,145	–	–	﹤0.01%	1570
2016 Q1	$211K	Hold	50,145	–	–	﹤0.01%	1574
2015 Q4	$235K	Hold	50,145	–	–	﹤0.01%	1474
2015 Q3	$238K	Hold	50,145	–	–	﹤0.01%	1367
2015 Q2	$215K	Buy	50,145 +13,448	+37%	+$58.1K	﹤0.01%	1563
2015 Q1	$165K	Buy	36,697 +3,122	+9%	+$14K	﹤0.01%	1722
2014 Q4	$151K	Buy	+33,575	New	+$139K	﹤0.01%	1624

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ladenburg Thalmann Financial Services's RVSB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Riverview Bancorp (RVSB) stake by 54% in Q4 2019, buying an estimated $11.6K and bringing the position to 4,384 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

Ladenburg Thalmann Financial Services first reported a position in RVSB in Q4 2014 and has held it in 21 quarters since. The position peaked at $351K in Q4 2016. 88 funds tracked by Wall St. Rank hold RVSB as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,384 shares of Riverview Bancorp worth $36K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,546 Riverview Bancorp shares in Q4 2019, an estimated $11.6K.
Riverview Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3764 holding.
Ladenburg Thalmann Financial Services first reported a position in Riverview Bancorp in Q4 2014 and has held it in 21 quarters since.
Ladenburg Thalmann Financial Services's Riverview Bancorp position peaked at $351K in Q4 2016.
88 funds tracked by Wall St. Rank held Riverview Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.