AIA
ISBC

Avalon Investment & Advisory’s Investors Bancorp, Inc. ISBC Stock Holding History

Avalon Investment & Advisory’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
-136,740
Closed -$1.83M – 406
2017
Q2 		$1.83M Buy
136,740
+1,772
+1% +$24.3K 0.06% 194
2017
Q1 		$1.94M Buy
134,968
+13,098
+11% +$188K 0.07% 188
2016
Q4 		$1.7M Buy
121,870
+415
+0.3% +$5.42K 0.06% 183
2016
Q3 		$1.46M Buy
121,455
+836
+0.7% +$9.7K 0.05% 177
2016
Q2 		$1.34M Buy
120,619
+29,496
+32% +$341K 0.05% 160
2016
Q1 		$1.06M Buy
91,123
+10,622
+13% +$122K 0.05% 151
2015
Q4 		$1M Buy
80,501
+15,488
+24% +$195K 0.04% 160
2015
Q3 		$802K Buy
65,013
+17,741
+38% +$215K 0.04% 168
2015
Q2 		$581K Buy
47,272
+11,697
+33% +$141K 0.03% 188
2015
Q1 		$417K Buy
35,575
+9,883
+38% +$112K 0.02% 189
2014
Q4 		$288K Buy
25,692
+14,431
+128% +$153K 0.01% 199
2014
Q3 		$114K Buy
+11,261
New +$119K 0.01% 186

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 $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Avalon Investment & Advisory's ISBC Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of Investors Bancorp, Inc. (ISBC) in Q3 2017, closing a stake of 136,740 shares — an estimated $1.83M sold.

Avalon Investment & Advisory first reported a position in ISBC in Q3 2014 and held it in 12 quarters. The position peaked at $1.94M in Q1 2017. 225 funds tracked by Wall St. Rank hold ISBC as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining Investors Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 136,740 Investors Bancorp, Inc. shares in Q3 2017, an estimated $1.83M.
  • Avalon Investment & Advisory first reported a position in Investors Bancorp, Inc. in Q3 2014 and held it in 12 quarters.
  • Avalon Investment & Advisory's Investors Bancorp, Inc. position peaked at $1.94M in Q1 2017.
  • 225 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.