Emerald Mutual Fund Advisers Trust’s Investors Bancorp, Inc. ISBC Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q2	–	Sell	-185,900	Closed	-$1.49M	–	342
2020 Q1	$1.49M	Buy	+185,900	New	+$2M	0.09%	147
2016 Q1	–	Sell	-67,294	Closed	-$837K	–	282
2015 Q4	$837K	Hold	67,294	–	–	0.04%	192
2015 Q3	$830K	Hold	67,294	–	–	0.05%	192
2015 Q2	$828K	Hold	67,294	–	–	0.06%	176
2015 Q1	$805K	Hold	67,294	–	–	0.07%	179
2014 Q4	$755K	Hold	67,294	–	–	0.07%	168
2014 Q3	$682K	Sell	67,294 -20,000	-23%	-$211K	0.07%	173
2014 Q2	$965K	Buy	87,294 +34	+0%	+$362	0.09%	157
2014 Q1	$946K	Sell	87,260 -87,260	-50%	-$896K	0.09%	158
2013 Q4	$1.74M	Buy	174,520 +87,260	+100%	+$808K	0.1%	149
2013 Q3	$750K	Hold	87,260	–	–	0.1%	145
2013 Q2	$722K	Buy	+87,260	New	+$676K	0.12%	135

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

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

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

CRM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Emerald Mutual Fund Advisers Trust's ISBC Position: Q2 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Investors Bancorp, Inc. (ISBC) in Q2 2020, closing a stake of 185,900 shares — an estimated $1.49M sold.

Emerald Mutual Fund Advisers Trust first reported a position in ISBC in Q2 2013 and held it in 12 quarters. The position peaked at $1.74M in Q4 2013. 235 funds tracked by Wall St. Rank hold ISBC as of Q2 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Investors Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 185,900 Investors Bancorp, Inc. shares in Q2 2020, an estimated $1.49M.
Emerald Mutual Fund Advisers Trust first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 12 quarters.
Emerald Mutual Fund Advisers Trust's Investors Bancorp, Inc. position peaked at $1.74M in Q4 2013.
235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2020, filed 28 Jul 2020.