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Valeo Financial Advisors’s Riverview Bancorp RVSB Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-4,427
Closed -$38K – 1594
2017
Q4 		$38K Hold
4,427
– – 0.01% 527
2017
Q3 		$37K Buy
+4,427
New +$34.2K 0.01% 458

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Valeo Financial Advisors's RVSB Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Riverview Bancorp (RVSB) in Q1 2018, closing a stake of 4,427 shares — an estimated $38K sold.

Valeo Financial Advisors first reported a position in RVSB in Q3 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 88 funds tracked by Wall St. Rank hold RVSB as of Q1 2018.

  • Valeo Financial Advisors reported no remaining Riverview Bancorp position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,427 Riverview Bancorp shares in Q1 2018, an estimated $38K.
  • Valeo Financial Advisors first reported a position in Riverview Bancorp in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Riverview Bancorp position peaked at $38K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held Riverview Bancorp as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.