BGA
ISBC

Belmont Global Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Belmont Global Advisors’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
2015
Q4 		– Sell
-40,000
Closed -$494K – 86
2015
Q3 		$494K Hold
40,000
– – 0.84% 38
2015
Q2 		$492K Buy
+40,000
New +$483K 0.55% 58

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belmont Global Advisors's ISBC Position: Q4 2015 in Review

Belmont Global Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2015, closing a stake of 40,000 shares — an estimated $494K sold.

Belmont Global Advisors first reported a position in ISBC in Q2 2015 and held it in 2 quarters. The position peaked at $494K in Q3 2015. 234 funds tracked by Wall St. Rank hold ISBC as of Q4 2015.

  • Belmont Global Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 40,000 Investors Bancorp, Inc. shares in Q4 2015, an estimated $494K.
  • Belmont Global Advisors first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 2 quarters.
  • Belmont Global Advisors's Investors Bancorp, Inc. position peaked at $494K in Q3 2015.
  • 234 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2015.

Based on Belmont Global Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.