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

Edge 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
2020 Q3	–	Sell	-1,350	Closed	-$11K	–	664
2020 Q2	$11K	Hold	1,350	–	–	﹤0.01%	461
2020 Q1	$11K	Hold	1,350	–	–	﹤0.01%	391
2019 Q4	$16K	Hold	1,350	–	–	﹤0.01%	366
2019 Q3	$15K	Hold	1,350	–	–	﹤0.01%	365
2019 Q2	$15K	Hold	1,350	–	–	﹤0.01%	372
2019 Q1	$16K	Hold	1,350	–	–	﹤0.01%	358
2018 Q4	$14K	Hold	1,350	–	–	﹤0.01%	369
2018 Q3	$17K	Hold	1,350	–	–	﹤0.01%	385
2018 Q2	$17K	Hold	1,350	–	–	﹤0.01%	371
2018 Q1	$18K	Hold	1,350	–	–	﹤0.01%	321
2017 Q4	$18K	Hold	1,350	–	–	0.01%	323
2017 Q3	$18K	Hold	1,350	–	–	0.01%	318
2017 Q2	$18K	Hold	1,350	–	–	0.01%	319
2017 Q1	$19K	Hold	1,350	–	–	0.01%	298
2016 Q4	$19K	Hold	1,350	–	–	0.01%	282
2016 Q3	$16K	Hold	1,350	–	–	0.01%	295
2016 Q2	$15K	Hold	1,350	–	–	0.01%	280
2016 Q1	$16K	Hold	1,350	–	–	0.01%	247
2015 Q4	$17K	Hold	1,350	–	–	0.01%	256
2015 Q3	$17K	Hold	1,350	–	–	0.01%	246
2015 Q2	$17K	Hold	1,350	–	–	0.01%	262
2015 Q1	$16K	Sell	1,350 -1,200	-47%	-$13.6K	0.01%	268
2014 Q4	$29K	Hold	2,550	–	–	0.01%	237
2014 Q3	$26K	Hold	2,550	–	–	0.01%	239
2014 Q2	$28K	Buy	2,550 +1	+0%	+$11	0.01%	219
2014 Q1	$28K	Hold	2,549	–	–	0.01%	214
2013 Q4	$26K	Hold	2,549	–	–	0.01%	206
2013 Q3	$22K	Hold	2,549	–	–	0.01%	193
2013 Q2	$21K	Buy	+2,549	New	+$19.8K	0.01%	185

Other funds holding ISBC

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

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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Edge Wealth Management's ISBC Position: Q3 2020 in Review

Edge Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 1,350 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in ISBC in Q2 2013 and held it in 29 quarters. The position peaked at $29K in Q4 2014. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

Edge Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 1,350 Investors Bancorp, Inc. shares in Q3 2020, an estimated $11K.
Edge Wealth Management first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 29 quarters.
Edge Wealth Management's Investors Bancorp, Inc. position peaked at $29K in Q4 2014.
230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.