CIBC Private Wealth Group’s Investors Bancorp, Inc. ISBC Stock Holding History

CIBC Private Wealth Group’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	-28,867	Closed	-$354K	–	975
2018 Q3	$354K	Sell	28,867 -879	-3%	-$11.2K	﹤0.01%	839
2018 Q2	$380K	Buy	29,746 +8,795	+42%	+$119K	﹤0.01%	821
2018 Q1	$285K	Buy	20,951 +20,278	+3,013%	+$281K	﹤0.01%	871
2017 Q4	$9K	Buy	+673	New	+$9.33K	﹤0.01%	1589
2016 Q1	–	Sell	-19,655	Closed	-$245K	–	607
2015 Q4	$245K	Sell	19,655 -13,186	-40%	-$166K	﹤0.01%	574
2015 Q3	$405K	Sell	32,841 -1,090	-3%	-$13.2K	﹤0.01%	551
2015 Q2	$416K	Sell	33,931 -6,740	-17%	-$81.4K	﹤0.01%	569
2015 Q1	$477K	Sell	40,671 -2,779	-6%	-$31.5K	﹤0.01%	554
2014 Q4	$487K	Hold	43,450	–	–	﹤0.01%	544
2014 Q3	$440K	Buy	43,450 +9,380	+28%	+$99.1K	﹤0.01%	546
2014 Q2	$376K	Buy	34,070 +1,481	+5%	+$15.8K	﹤0.01%	549
2014 Q1	$353K	Buy	+32,589	New	+$335K	﹤0.01%	543

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group's ISBC Position: Q4 2018 in Review

CIBC Private Wealth Group sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 28,867 shares — an estimated $354K sold.

CIBC Private Wealth Group first reported a position in ISBC in Q1 2014 and held it in 12 quarters. The position peaked at $487K in Q4 2014. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

CIBC Private Wealth Group reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 28,867 Investors Bancorp, Inc. shares in Q4 2018, an estimated $354K.
CIBC Private Wealth Group first reported a position in Investors Bancorp, Inc. in Q1 2014 and held it in 12 quarters.
CIBC Private Wealth Group's Investors Bancorp, Inc. position peaked at $487K in Q4 2014.
249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on CIBC Private Wealth Group's 13F filing for Q4 2018, filed 5 Feb 2019.