Capstone Investment Advisors
ISBC

Capstone Investment Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Capstone Investment 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
2017
Q3 		– Sell
-29,400
Closed -$392K – 793
2017
Q2 		$392K Buy
29,400
+1,500
+5% +$20.5K 0.01% 450
2017
Q1 		$401K Sell
27,900
-100,234
-78% -$1.44M 0.01% 649
2016
Q4 		$1.79M Buy
+128,134
New +$1.67M 0.06% 302
2016
Q2 		– Sell
-38,243
Closed -$445K – 882
2016
Q1 		$445K Buy
38,243
+20,030
+110% +$231K 0.01% 440
2015
Q4 		$226K Buy
+18,213
New +$229K 0.01% 418

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Capstone Investment Advisors's ISBC Position: Q3 2017 in Review

Capstone Investment Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q3 2017, closing a stake of 29,400 shares — an estimated $392K sold.

Capstone Investment Advisors first reported a position in ISBC in Q4 2015 and held it in 5 quarters. The position peaked at $1.79M in Q4 2016. 225 funds tracked by Wall St. Rank hold ISBC as of Q3 2017.

  • Capstone Investment Advisors reported no remaining Investors Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 29,400 Investors Bancorp, Inc. shares in Q3 2017, an estimated $392K.
  • Capstone Investment Advisors first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 5 quarters.
  • Capstone Investment Advisors's Investors Bancorp, Inc. position peaked at $1.79M in Q4 2016.
  • 225 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.