- New Purchases: VTRS,
- Added Positions: COP, GVI,
- Reduced Positions: IEFA, VOO, AAPL, DE, AGG, KLAC, PG, ITW, JPM, PAYX, BLK, LOW, JNJ, STX, PEG, PEP, CAH, SYY, MSI, AVGO, TFC, ABT, RY, LMT, D, DRI, COF, VFC, IBM, KMI,
- Sold Out: JCTCF, CXO,
For the details of Riverview Trust Co's stock buys and sells, go to https://www.gurufocus.com/guru/riverview+trust+co/current-portfolio/portfolio
These are the top 5 holdings of Riverview Trust Co- BTC iShares Core MSCI EAFE ETF (IEFA) - 214,711 shares, 17.26% of the total portfolio. Shares reduced by 2.37%
- Apple Inc (AAPL) - 39,362 shares, 5.36% of the total portfolio. Shares reduced by 1.16%
- Vanguard Real Estate Index Fund ETF (VNQ) - 44,800 shares, 4.59% of the total portfolio.
- iShares Core U.S. Aggregate Bond ETF (AGG) - 30,983 shares, 3.93% of the total portfolio. Shares reduced by 1.46%
- Microsoft Corp (MSFT) - 11,254 shares, 2.96% of the total portfolio.
Riverview Trust Co initiated holding in Viatris Inc. The purchase prices were between $13.59 and $18.54, with an estimated average price of $16.33. The stock is now traded at around $13.340000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,852 shares as of 2021-03-31.
Added: ConocoPhillips (COP)Riverview Trust Co added to a holding in ConocoPhillips by 85.36%. The purchase prices were between $39.57 and $59.83, with an estimated average price of $49.25. The stock is now traded at around $50.805000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,696 shares as of 2021-03-31.
Sold Out: Jewett-Cameron Trading Co Ltd (JCTCF)Riverview Trust Co sold out a holding in Jewett-Cameron Trading Co Ltd. The sale prices were between $8.76 and $10.94, with an estimated average price of $10.06.
Sold Out: (CXO)Riverview Trust Co sold out a holding in . The sale prices were between $57.69 and $69.8, with an estimated average price of $65.23.
Reduced: Kinder Morgan Inc (KMI)Riverview Trust Co reduced to a holding in Kinder Morgan Inc by 31.05%. The sale prices were between $13.56 and $16.8, with an estimated average price of $15.26. The stock is now traded at around $16.545000. The impact to a portfolio due to this sale was less than 0.01%. Riverview Trust Co still held 653 shares as of 2021-03-31.
Here is the complete portfolio of Riverview Trust Co. Also check out:
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