Wellington Management Group
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Wellington Management Group’s Riverview Bancorp RVSB Stock Holding History

Wellington Management 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
2017
Q4 		– Sell
-135,546
Closed -$1.14M – 2288
2017
Q3 		$1.14M Hold
135,546
– – ﹤0.01% 1852
2017
Q2 		$900K Sell
135,546
-1,335,168
-91% -$9.29M ﹤0.01% 1908
2017
Q1 		$10.5M Sell
1,470,714
-3,811
-0.3% -$28.8K ﹤0.01% 1227
2016
Q4 		$10.3M Sell
1,474,525
-30,759
-2% -$185K ﹤0.01% 1184
2016
Q3 		$8.1M Hold
1,505,284
– – ﹤0.01% 1254
2016
Q2 		$7.12M Sell
1,505,284
-485,729
-24% -$2.24M ﹤0.01% 1241
2016
Q1 		$8.36M Hold
1,991,013
– – ﹤0.01% 1203
2015
Q4 		$9.34M Hold
1,991,013
– – ﹤0.01% 1181
2015
Q3 		$9.46M Hold
1,991,013
– – ﹤0.01% 1186
2015
Q2 		$8.52M Sell
1,991,013
-110,161
-5% -$476K ﹤0.01% 1261
2015
Q1 		$9.56M Hold
2,101,174
– – ﹤0.01% 1254
2014
Q4 		$9.41M Hold
2,101,174
– – ﹤0.01% 1263
2014
Q3 		$8.38M Hold
2,101,174
– – ﹤0.01% 1294
2014
Q2 		$8.15M Hold
2,101,174
– – ﹤0.01% 1311
2014
Q1 		$7.17M Hold
2,101,174
– – ﹤0.01% 1339
2013
Q4 		$6.09M Hold
2,101,174
– – ﹤0.01% 1398
2013
Q3 		$5.53M Hold
2,101,174
– – ﹤0.01% 1414
2013
Q2 		$5.27M Buy
+2,101,174
New +$5.23M ﹤0.01% 1406

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

Wellington Management Group's RVSB Position: Q4 2017 in Review

Wellington Management Group sold out of Riverview Bancorp (RVSB) in Q4 2017, closing a stake of 135,546 shares — an estimated $1.14M sold.

Wellington Management Group first reported a position in RVSB in Q2 2013 and held it in 18 quarters. The position peaked at $10.5M in Q1 2017. 94 funds tracked by Wall St. Rank hold RVSB as of Q4 2017.

  • Wellington Management Group reported no remaining Riverview Bancorp position as of Q4 2017 after selling out during the quarter.
  • Wellington Management Group sold 135,546 Riverview Bancorp shares in Q4 2017, an estimated $1.14M.
  • Wellington Management Group first reported a position in Riverview Bancorp in Q2 2013 and held it in 18 quarters.
  • Wellington Management Group's Riverview Bancorp position peaked at $10.5M in Q1 2017.
  • 94 funds tracked by Wall St. Rank held Riverview Bancorp as of Q4 2017.

Based on Wellington Management Group's 13F filing for Q4 2017, filed 13 Feb 2018.