LPL Financial
RVSB icon

LPL Financial’s Riverview Bancorp RVSB Stock Holding History

LPL Financial’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
2017
Q4 		– Sell
-30,416
Closed -$255K – 3062
2017
Q3 		$255K Buy
30,416
+3
+0% +$23 ﹤0.01% 2497
2017
Q2 		$202K Buy
30,413
+3
+0% +$21 ﹤0.01% 2578
2017
Q1 		$223K Buy
30,410
+3
+0% +$23 ﹤0.01% 2422
2016
Q4 		$219K Buy
30,407
+11,100
+57% +$66.8K ﹤0.01% 2420
2016
Q3 		$104K Hold
19,307
– – ﹤0.01% 2526
2016
Q2 		$92K Sell
19,307
-19,307
-50% -$88.9K ﹤0.01% 2513
2016
Q1 		$176K Hold
38,614
– – ﹤0.01% 2825
2015
Q4 		$180K Buy
38,614
+19,307
+100% +$90.5K ﹤0.01% 2860
2015
Q3 		$92K Buy
+19,307
New +$83.6K ﹤0.01% 2663

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
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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's RVSB Position: Q4 2017 in Review

LPL Financial sold out of Riverview Bancorp (RVSB) in Q4 2017, closing a stake of 30,416 shares — an estimated $255K sold.

LPL Financial first reported a position in RVSB in Q3 2015 and held it in 9 quarters. The position peaked at $255K in Q3 2017. 94 funds tracked by Wall St. Rank hold RVSB as of Q4 2017.

  • LPL Financial reported no remaining Riverview Bancorp position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 30,416 Riverview Bancorp shares in Q4 2017, an estimated $255K.
  • LPL Financial first reported a position in Riverview Bancorp in Q3 2015 and held it in 9 quarters.
  • LPL Financial's Riverview Bancorp position peaked at $255K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held Riverview Bancorp as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.