CWM
ISBC

Calamos Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Calamos Wealth 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
2014
Q4 		– Sell
-92,035
Closed -$932K – 235
2014
Q3 		$932K Buy
92,035
+1,855
+2% +$19.6K 0.27% 124
2014
Q2 		$996K Buy
+90,180
New +$961K 0.28% 122

Other funds holding ISBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Calamos Wealth Management's ISBC Position: Q4 2014 in Review

Calamos Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2014, closing a stake of 92,035 shares — an estimated $932K sold.

Calamos Wealth Management first reported a position in ISBC in Q2 2014 and held it in 2 quarters. The position peaked at $996K in Q2 2014. 213 funds tracked by Wall St. Rank hold ISBC as of Q4 2014.

  • Calamos Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q4 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 92,035 Investors Bancorp, Inc. shares in Q4 2014, an estimated $932K.
  • Calamos Wealth Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 2 quarters.
  • Calamos Wealth Management's Investors Bancorp, Inc. position peaked at $996K in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2014.

Based on Calamos Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.