Adams Diversified Equity Fund
ISBC

Adams Diversified Equity Fund’s Investors Bancorp, Inc. ISBC Stock Holding History

Adams Diversified Equity Fund’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-65,600
Closed -$876K – 229
2017
Q2 		$876K Sell
65,600
-11,900
-15% -$163K 0.05% 160
2017
Q1 		$1.11M Buy
+77,500
New +$1.11M 0.06% 138

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Adams Diversified Equity Fund's ISBC Position: Q3 2017 in Review

Adams Diversified Equity Fund sold out of Investors Bancorp, Inc. (ISBC) in Q3 2017, closing a stake of 65,600 shares — an estimated $876K sold.

Adams Diversified Equity Fund first reported a position in ISBC in Q1 2017 and held it in 2 quarters. The position peaked at $1.11M in Q1 2017. 225 funds tracked by Wall St. Rank hold ISBC as of Q3 2017.

  • Adams Diversified Equity Fund reported no remaining Investors Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 65,600 Investors Bancorp, Inc. shares in Q3 2017, an estimated $876K.
  • Adams Diversified Equity Fund first reported a position in Investors Bancorp, Inc. in Q1 2017 and held it in 2 quarters.
  • Adams Diversified Equity Fund's Investors Bancorp, Inc. position peaked at $1.11M in Q1 2017.
  • 225 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2017.

Based on Adams Diversified Equity Fund's 13F filing for Q3 2017, filed 30 Oct 2017.