Creative Planning
ISBC

Creative Planning’s Investors Bancorp, Inc. ISBC Stock Holding History

Creative Planning’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
-287,744
Closed -$3.99M – 2160
2017
Q4 		$3.99M Buy
287,744
+940
+0.3% +$13K 0.02% 289
2017
Q3 		$3.91M Sell
286,804
-187
-0.1% -$2.47K 0.02% 286
2017
Q2 		$3.83M Buy
286,991
+11
+0% +$151 0.02% 273
2017
Q1 		$4.13M Buy
286,980
+12
+0% +$172 0.02% 244
2016
Q4 		$4M Sell
286,968
-1,492
-0.5% -$19.5K 0.02% 243
2016
Q3 		$3.46M Sell
288,460
-4,941
-2% -$57.4K 0.02% 257
2016
Q2 		$3.25M Sell
293,401
-1,051
-0.4% -$12.2K 0.02% 237
2016
Q1 		$3.43M Sell
294,452
-4,888
-2% -$56.3K 0.03% 208
2015
Q4 		$3.72M Buy
299,340
+1,170
+0.4% +$14.7K 0.03% 207
2015
Q3 		$3.68M Sell
298,170
-516
-0.2% -$6.26K 0.03% 193
2015
Q2 		$3.67M Buy
298,686
+281,533
+1,641% +$3.4M 0.03% 187
2015
Q1 		$201K Buy
17,153
+124
+0.7% +$1.41K ﹤0.01% 1189
2014
Q4 		$191K Sell
17,029
-693
-4% -$7.36K ﹤0.01% 1168
2014
Q3 		$180K Buy
17,722
+13,778
+349% +$146K ﹤0.01% 1117
2014
Q2 		$44K Buy
3,944
+1,395
+55% +$14.9K ﹤0.01% 1953
2014
Q1 		$28K Hold
2,549
– – ﹤0.01% 2182
2013
Q4 		$26K Buy
+2,549
New +$23.6K ﹤0.01% 2037

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 $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 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 $552B AUM 44.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning's ISBC Position: Q1 2018 in Review

Creative Planning sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 287,744 shares — an estimated $3.99M sold.

Creative Planning first reported a position in ISBC in Q4 2013 and held it in 17 quarters. The position peaked at $4.13M in Q1 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Creative Planning reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 287,744 Investors Bancorp, Inc. shares in Q1 2018, an estimated $3.99M.
  • Creative Planning first reported a position in Investors Bancorp, Inc. in Q4 2013 and held it in 17 quarters.
  • Creative Planning's Investors Bancorp, Inc. position peaked at $4.13M in Q1 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.