FANJ
ISBC

Financial Architects (New Jersey)’s Investors Bancorp, Inc. ISBC Stock Holding History

Financial Architects (New Jersey)’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
2017
Q1 		– Sell
-802
Closed -$11K – 1653
2016
Q4 		$11K Sell
802
-6
-0.7% -$78 ﹤0.01% 998
2016
Q3 		$10K Buy
+808
New +$9.38K ﹤0.01% 1011

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Financial Architects (New Jersey)'s ISBC Position: Q1 2017 in Review

Financial Architects (New Jersey) sold out of Investors Bancorp, Inc. (ISBC) in Q1 2017, closing a stake of 802 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in ISBC in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 222 funds tracked by Wall St. Rank hold ISBC as of Q1 2017.

  • Financial Architects (New Jersey) reported no remaining Investors Bancorp, Inc. position as of Q1 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 802 Investors Bancorp, Inc. shares in Q1 2017, an estimated $11K.
  • Financial Architects (New Jersey) first reported a position in Investors Bancorp, Inc. in Q3 2016 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Investors Bancorp, Inc. position peaked at $11K in Q4 2016.
  • 222 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2017, filed 26 Apr 2017.