Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Riverview Capital Advisers LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $260,604,000
  Total Value Change : $34,794,000
  Securities Held Change : 0
   
All Securities Held : 79
  New Positions : 7
  Closed Positions : 8
  Increased Positions : 39
  Unchanged Positions : 19
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 4 - $167.79 $15,103,000 95,711 5.8% 592,000 -6,702 0.066    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 5 - $413.12 $14,972,000 41,977 5.75% 198,000 -198 0.003    Property & Casualty I...
   (SPG)1 Year Chart         SPG Simon Property Group Inc 9 - $148.66 $8,190,000 57,420 3.14% -1,815,000 -35,194 0.019    REIT - Retail
   (UPS)1 Year Chart         UPS United Parcel Service Inc 10 - $149.66 $6,235,000 39,655 2.39% 35,000 -120 0.006    AirDelivery & Freight...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 17 - $183.63 $4,428,000 25,987 1.7% 364,000 -171 0.007    Closed - End Fund - Debt
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 18 - $178.56 $4,347,000 26,307 1.67% 334,000 -125 0.009    Closed - End Fund - E...
   (CGXU)1 Year Chart         CGXU Capital Group International... 19 - $0.00 $4,234,000 177,389 1.62% -2,035,000 -110,972 0.197    N/A
   (PSX)1 Year Chart         PSX Phillips 66 23 - $145.85 $3,844,000 28,871 1.48% 367,000 -65 0.007    Oil & Gas Refining, P...
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 35 - $36.76 $1,821,000 50,542 0.7% 124,000 -65 0.002    Oil & Gas Pipelines &...
   (BP)1 Year Chart         BP BP Plc (ADR) 44 - $37.11 $1,104,000 31,196 0.42% -112,000 -203 0.001    Integrated Oil & Gas
   (NCLH)1 Year Chart         NCLH Norwegian Cruise Line Holdi... 52 - $15.89 $768,000 38,332 0.29% -325,000 -27,995 0.014    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp 63 - $39.22 $433,000 12,871 0.17% -5,515,000 -204,381 0    Domestic Money Center...
   (EIX)1 Year Chart         EIX Edison International 64 - $75.86 $397,000 5,553 0.15% -1,082,000 -17,822 0.001    Electric Utilities
   (VIAC)1 Year Chart         VIAC CBS Corp Class B 76 - $12.64 $221,000 14,955 0.08% -848,000 -67,910 0.003    Broadcasting - TV

      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results