AIM
ISBC

Assured Investment Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-62,778
Closed -$744K – 995
2019
Q1 		$744K Buy
62,778
+44,402
+242% +$535K 0.01% 458
2018
Q4 		$191K Sell
18,376
-228,506
-93% -$2.64M 0.01% 888
2018
Q3 		$3.03M Buy
246,882
+12,647
+5% +$161K 0.06% 355
2018
Q2 		$3M Buy
+234,235
New +$3.16M 0.06% 341
2017
Q4 		– Sell
-83,464
Closed -$1.14M – 685
2017
Q3 		$1.14M Buy
83,464
+45,464
+120% +$600K 0.02% 414
2017
Q2 		$508K Buy
38,000
+13,312
+54% +$182K 0.01% 475
2017
Q1 		$355K Sell
24,688
-70,217
-74% -$1.01M 0.01% 469
2016
Q4 		$1.32M Buy
94,905
+15,342
+19% +$200K 0.02% 263
2016
Q3 		$956K Buy
79,563
+25,855
+48% +$300K 0.02% 314
2016
Q2 		$595K Sell
53,708
-1,322
-2% -$15.3K 0.01% 377
2016
Q1 		$641K Buy
+55,030
New +$634K 0.01% 283
2015
Q3 		– Sell
-133,370
Closed -$1.64M – 747
2015
Q2 		$1.64M Buy
+133,370
New +$1.61M 0.03% 173

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assured Investment Management's ISBC Position: Q2 2019 in Review

Assured Investment Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2019, closing a stake of 62,778 shares — an estimated $744K sold.

Assured Investment Management first reported a position in ISBC in Q2 2015 and held it in 12 quarters. The position peaked at $3.03M in Q3 2018. 212 funds tracked by Wall St. Rank hold ISBC as of Q2 2019.

  • Assured Investment Management reported no remaining Investors Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 62,778 Investors Bancorp, Inc. shares in Q2 2019, an estimated $744K.
  • Assured Investment Management first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 12 quarters.
  • Assured Investment Management's Investors Bancorp, Inc. position peaked at $3.03M in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.