Asset Management One’s Investors Bancorp, Inc. ISBC Stock Holding History

Asset Management One’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
2016 Q4	–	Sell	-34,300	Closed	-$412K	–	1260
2016 Q3	$412K	Sell	34,300 -34,000	-50%	-$395K	0.01%	1085
2016 Q2	$757K	Hold	68,300	–	–	0.01%	938
2016 Q1	$795K	Hold	68,300	–	–	0.01%	937
2015 Q4	$850K	Hold	68,300	–	–	0.01%	909
2015 Q3	$843K	Sell	68,300 -9,000	-12%	-$109K	0.01%	914
2015 Q2	$951K	Hold	77,300	–	–	0.01%	888
2015 Q1	$906K	Buy	77,300 +43,400	+128%	+$493K	0.01%	921
2014 Q4	$381K	Buy	33,900 +11,000	+48%	+$117K	﹤0.01%	1088
2014 Q3	$232K	Hold	22,900	–	–	﹤0.01%	1147
2014 Q2	$253K	Buy	+22,900	New	+$244K	﹤0.01%	1070

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Asset Management One's ISBC Position: Q4 2016 in Review

Asset Management One sold out of Investors Bancorp, Inc. (ISBC) in Q4 2016, closing a stake of 34,300 shares — an estimated $412K sold.

Asset Management One first reported a position in ISBC in Q2 2014 and held it in 10 quarters. The position peaked at $951K in Q2 2015. 223 funds tracked by Wall St. Rank hold ISBC as of Q4 2016.

Asset Management One reported no remaining Investors Bancorp, Inc. position as of Q4 2016 after selling out during the quarter.
Asset Management One sold 34,300 Investors Bancorp, Inc. shares in Q4 2016, an estimated $412K.
Asset Management One first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 10 quarters.
Asset Management One's Investors Bancorp, Inc. position peaked at $951K in Q2 2015.
223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2016.

Based on Asset Management One's 13F filing for Q4 2016, filed 13 Feb 2017.