GCA
ISBC

Greenwood Capital Associates’s Investors Bancorp, Inc. ISBC Stock Holding History

Greenwood Capital Associates’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
-44,967
Closed -$624K – 237
2017
Q4 		$624K Sell
44,967
-7,747
-15% -$107K 0.15% 103
2017
Q3 		$719K Sell
52,714
-1,453
-3% -$19.2K 0.18% 91
2017
Q2 		$724K Buy
54,167
+2,605
+5% +$35.7K 0.19% 90
2017
Q1 		$741K Buy
51,562
+2,421
+5% +$34.7K 0.19% 92
2016
Q4 		$686K Sell
49,141
-718
-1% -$9.38K 0.19% 90
2016
Q3 		$599K Buy
49,859
+846
+2% +$9.82K 0.18% 92
2016
Q2 		$543K Buy
49,013
+2,235
+5% +$25.9K 0.17% 91
2016
Q1 		$544K Buy
46,778
+765
+2% +$8.81K 0.17% 95
2015
Q4 		$572K Buy
46,013
+6,806
+17% +$85.7K 0.18% 86
2015
Q3 		$484K Buy
39,207
+15,260
+64% +$185K 0.17% 85
2015
Q2 		$294K Buy
+23,947
New +$289K 0.09% 115

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 $36.7B AUM 74.15% 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
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 $552B AUM 44.19% 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

Greenwood Capital Associates's ISBC Position: Q1 2018 in Review

Greenwood Capital Associates sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 44,967 shares — an estimated $624K sold.

Greenwood Capital Associates first reported a position in ISBC in Q2 2015 and held it in 11 quarters. The position peaked at $741K in Q1 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Greenwood Capital Associates reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 44,967 Investors Bancorp, Inc. shares in Q1 2018, an estimated $624K.
  • Greenwood Capital Associates first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 11 quarters.
  • Greenwood Capital Associates's Investors Bancorp, Inc. position peaked at $741K in Q1 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Greenwood Capital Associates's 13F filing for Q1 2018, filed 15 May 2018.