FNBT
ISBC

FineMark National Bank & Trust’s Investors Bancorp, Inc. ISBC Stock Holding History

FineMark National Bank & 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
2017
Q1 		– Sell
-4,720
Closed -$66K – 1087
2016
Q4 		$66K Sell
4,720
-363
-7% -$4.74K 0.01% 570
2016
Q3 		$61K Sell
5,083
-182
-3% -$2.11K 0.01% 566
2016
Q2 		$58K Sell
5,265
-107
-2% -$1.24K 0.01% 559
2016
Q1 		$63K Buy
5,372
+36
+0.7% +$415 0.01% 523
2015
Q4 		$66K Buy
5,336
+463
+10% +$5.83K 0.01% 527
2015
Q3 		$60K Sell
4,873
-181
-4% -$2.2K 0.01% 575
2015
Q2 		$62K Buy
5,054
+914
+22% +$11K 0.01% 604
2015
Q1 		$49K Buy
4,140
+13
+0.3% +$148 0.01% 678
2014
Q4 		$46K Buy
4,127
+308
+8% +$3.27K 0.01% 690
2014
Q3 		$39K Buy
3,819
+327
+9% +$3.46K 0.01% 704
2014
Q2 		$39K Buy
3,492
+3,041
+674% +$32.4K 0.01% 703
2014
Q1 		$5K Sell
451
-41
-8% -$421 ﹤0.01% 1179
2013
Q4 		$5K Hold
492
– – ﹤0.01% 1171
2013
Q3 		$4K Sell
492
-204
-29% -$1.75K ﹤0.01% 1161
2013
Q2 		$6K Buy
+696
New +$5.39K ﹤0.01% 1072

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

FineMark National Bank & Trust's ISBC Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Investors Bancorp, Inc. (ISBC) in Q1 2017, closing a stake of 4,720 shares — an estimated $66K sold.

FineMark National Bank & Trust first reported a position in ISBC in Q2 2013 and held it in 15 quarters. The position peaked at $66K in Q4 2016. 222 funds tracked by Wall St. Rank hold ISBC as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Investors Bancorp, Inc. position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 4,720 Investors Bancorp, Inc. shares in Q1 2017, an estimated $66K.
  • FineMark National Bank & Trust first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Investors Bancorp, Inc. position peaked at $66K in Q4 2016.
  • 222 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.