CA
ISBC

Calton & Associates’s Investors Bancorp, Inc. ISBC Stock Holding History

Calton & Associates’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
-2,673
Closed -$38K – 1380
2017
Q4 		$38K Buy
+2,673
New +$37.1K 0.01% 750

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

Calton & Associates's ISBC Position: Q1 2018 in Review

Calton & Associates sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 2,673 shares — an estimated $38K sold.

Calton & Associates first reported a position in ISBC in Q4 2017 and held it in 1 quarter. The position peaked at $38K in Q4 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Calton & Associates reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,673 Investors Bancorp, Inc. shares in Q1 2018, an estimated $38K.
  • Calton & Associates first reported a position in Investors Bancorp, Inc. in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Investors Bancorp, Inc. position peaked at $38K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.