GWS
ISBC

Glassman Wealth Services’s Investors Bancorp, Inc. ISBC Stock Holding History

Glassman Wealth Services’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
2020
Q2 		– Sell
-58
Closed – – 1636
2020
Q1 		$0 Buy
58
+2
+4% +$22 ﹤0.01% 1703
2019
Q4 		$1K Buy
56
+25
+81% +$299 ﹤0.01% 1107
2019
Q3 		$0 Buy
31
+25
+417% +$279 ﹤0.01% 1483
2019
Q2 		$0 Buy
+6
New +$68 ﹤0.01% 1474

Other funds holding ISBC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's ISBC Position: Q2 2020 in Review

Glassman Wealth Services sold out of Investors Bancorp, Inc. (ISBC) in Q2 2020, closing a stake of 58 shares.

Glassman Wealth Services first reported a position in ISBC in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 235 funds tracked by Wall St. Rank hold ISBC as of Q2 2020.

  • Glassman Wealth Services reported no remaining Investors Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 58 Investors Bancorp, Inc. shares in Q2 2020.
  • Glassman Wealth Services first reported a position in Investors Bancorp, Inc. in Q2 2019 and held it in 4 quarters.
  • Glassman Wealth Services's Investors Bancorp, Inc. position peaked at $1K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.