GCA
ISBC

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

Gideon Capital 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
2018
Q1 		– Sell
-15,895
Closed -$221K – 494
2017
Q4 		$221K Sell
15,895
-9,117
-36% -$126K 0.19% 247
2017
Q3 		$341K Buy
25,012
+6,495
+35% +$85.7K 0.34% 104
2017
Q2 		$247K Sell
18,517
-4,218
-19% -$57.8K 0.27% 178
2017
Q1 		$327K Buy
22,735
+5,761
+34% +$82.6K 0.19% 220
2016
Q4 		$237K Buy
+16,974
New +$222K 0.15% 332
2015
Q3 		– Sell
-19,860
Closed -$244K – 347
2015
Q2 		$244K Buy
+19,860
New +$240K 0.1% 213

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gideon Capital Advisors's ISBC Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 15,895 shares — an estimated $221K sold.

Gideon Capital Advisors first reported a position in ISBC in Q2 2015 and held it in 6 quarters. The position peaked at $341K in Q3 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 15,895 Investors Bancorp, Inc. shares in Q1 2018, an estimated $221K.
  • Gideon Capital Advisors first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 6 quarters.
  • Gideon Capital Advisors's Investors Bancorp, Inc. position peaked at $341K in Q3 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.