FA
ISBC

Fortis Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Fortis Advisors’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
2019
Q3 		– Sell
-3,950
Closed -$44K – 370
2019
Q2 		$44K Hold
3,950
– – 0.02% 245
2019
Q1 		$47K Hold
3,950
– – 0.02% 224
2018
Q4 		$41K Hold
3,950
– – 0.02% 227
2018
Q3 		$48K Hold
3,950
– – 0.03% 207
2018
Q2 		$51K Hold
3,950
– – 0.03% 204
2018
Q1 		$54K Hold
3,950
– – 0.03% 175
2017
Q4 		$55K Hold
3,950
– – 0.03% 176
2017
Q3 		$54K Buy
+3,950
New +$52.1K 0.04% 164

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortis Advisors's ISBC Position: Q3 2019 in Review

Fortis Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q3 2019, closing a stake of 3,950 shares — an estimated $44K sold.

Fortis Advisors first reported a position in ISBC in Q3 2017 and held it in 8 quarters. The position peaked at $55K in Q4 2017. 217 funds tracked by Wall St. Rank hold ISBC as of Q3 2019.

  • Fortis Advisors reported no remaining Investors Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
  • Fortis Advisors sold 3,950 Investors Bancorp, Inc. shares in Q3 2019, an estimated $44K.
  • Fortis Advisors first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 8 quarters.
  • Fortis Advisors's Investors Bancorp, Inc. position peaked at $55K in Q4 2017.
  • 217 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.