Polaris Wealth Advisory Group’s Riverview Bancorp RVSB Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-231	Closed	-$2K	–	384
2018 Q3	$2K	Sell	231 -3,491	-94%	-$32K	﹤0.01%	487
2018 Q2	$35K	Hold	3,722	–	–	﹤0.01%	148
2018 Q1	$35K	Buy	+3,722	New	+$33.9K	﹤0.01%	252
2017 Q4	–	Sell	-13,002	Closed	-$109K	–	160
2017 Q3	$109K	Sell	13,002 -15,000	-54%	-$116K	0.01%	145
2017 Q2	$186K	Sell	28,002 -12,040	-30%	-$83.8K	0.02%	120
2017 Q1	$286K	Buy	+40,042	New	+$303K	0.03%	93

Other funds holding RVSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Polaris Wealth Advisory Group's RVSB Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Riverview Bancorp (RVSB) in Q4 2018, closing a stake of 231 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in RVSB in Q1 2017 and held it in 6 quarters. The position peaked at $286K in Q1 2017. 89 funds tracked by Wall St. Rank hold RVSB as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Riverview Bancorp position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 231 Riverview Bancorp shares in Q4 2018, an estimated $2K.
Polaris Wealth Advisory Group first reported a position in Riverview Bancorp in Q1 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's Riverview Bancorp position peaked at $286K in Q1 2017.
89 funds tracked by Wall St. Rank held Riverview Bancorp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.