BWA
ISBC

Burt Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Burt Wealth 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
2018
Q4 		– Sell
-1,912
Closed -$23K – 407
2018
Q3 		$23K Buy
+1,912
New +$24.3K 0.01% 241

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burt Wealth Advisors's ISBC Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 1,912 shares — an estimated $23K sold.

Burt Wealth Advisors first reported a position in ISBC in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,912 Investors Bancorp, Inc. shares in Q4 2018, an estimated $23K.
  • Burt Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q3 2018 and held it in 1 quarter.
  • Burt Wealth Advisors's Investors Bancorp, Inc. position peaked at $23K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.