Riverside Advisors

Latest statistics and disclosures from Riverside Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Credi, CVS, MCK, MA, CELG. These five stock positions account for 32.10% of Riverside Advisors's total stock portfolio.
  • Added to shares of AAPL, COP, Banco Latinoamericano De Comercio Exteri.
  • Reduced shares in these stocks: Oracle (-$5.46M), CRUS, LOW, VIA.B, UNP, AET, UNH, HCC, CA, DPS.
  • Sold out of its positions in AET, CA, CRUS, DPS, HCC, LOW, UNP, UNH, VIA.B, JW.A.
  • As of March 31, 2013, Riverside Advisors has $78.88M in assets under management (AUM). Assets under management dropped from a total value of $108.78M to $78.88M.
  • Independent of market fluctuations, Riverside Advisors was a net seller by $38.86M worth of stocks in the most recent quarter.

Riverside Advisors portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Credi 6.96 33060 166.06 0.00
CVS CVS Caremark Corporation 6.33 90780 54.99 59.57
MCK McKesson Corporation 6.33 46250 107.96 115.04
MA MasterCard Incorporated 6.26 9120 541.12 583.79
CELG Celgene Corporation 6.23 42400 115.92 118.02
DG Dollar General 5.76 89820 50.58 51.53
UNM Unum 5.72 159680 28.25 28.71
TWX Time Warner 5.60 76700 57.61 58.76
SCL Stepan Company 5.26 65822 63.09 55.35
WAG Walgreen Company 5.05 83520 47.68 50.83
AAPL Apple 4.99 +114.00% 8900 442.70 431.61
COP ConocoPhillips 4.93 +39.00% 64700 60.09 62.04
INTC Intel Corporation 4.80 173430 21.84 25.46
CI CIGNA Corporation 4.42 55940 62.37 68.20
NTAP NetApp 4.39 -27.00% 101480 34.16 39.29
GD General Dynamics Corporation 4.24 47430 70.50 78.79
MDT Medtronic 4.03 67700 46.96 52.88
CSCO Cisco Systems 3.21 -49.00% 121280 20.89 24.83
Oracle 2.80 -71.00% 68380 32.33 0.00
Banco Latinoamericano De Comercio Exteri 2.68 +34.00% 85400 24.74 0.00

Past 13F-HR SEC Filings for Riverside Advisors

View All Filings for Riverside Advisors