BAM
ISBC

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

Belpointe Asset 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
2018
Q1 		– Sell
-12,710
Closed -$176K – 502
2017
Q4 		$176K Sell
12,710
-1,000
-7% -$13.9K 0.04% 423
2017
Q3 		$187K Buy
+13,710
New +$181K 0.04% 398

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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management's ISBC Position: Q1 2018 in Review

Belpointe Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 12,710 shares — an estimated $176K sold.

Belpointe Asset Management first reported a position in ISBC in Q3 2017 and held it in 2 quarters. The position peaked at $187K in Q3 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Belpointe Asset Management reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 12,710 Investors Bancorp, Inc. shares in Q1 2018, an estimated $176K.
  • Belpointe Asset Management first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 2 quarters.
  • Belpointe Asset Management's Investors Bancorp, Inc. position peaked at $187K in Q3 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Belpointe Asset Management's 13F filing for Q1 2018, filed 6 Aug 2018.