EWM
ISBC

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

Evercore 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
2015
Q1 		– Sell
-280
Closed -$3K – 1047
2014
Q4 		$3K Buy
+280
New +$2.98K ﹤0.01% 830

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Evercore Wealth Management's ISBC Position: Q1 2015 in Review

Evercore Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2015, closing a stake of 280 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in ISBC in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 223 funds tracked by Wall St. Rank hold ISBC as of Q1 2015.

  • Evercore Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 280 Investors Bancorp, Inc. shares in Q1 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in Investors Bancorp, Inc. in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Investors Bancorp, Inc. position peaked at $3K in Q4 2014.
  • 223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.