IR
ISBC

Invictus RG’s Investors Bancorp, Inc. ISBC Stock Holding History

Invictus RG’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
Q4 		– Sell
-1,681
Closed -$23K – 551
2017
Q3 		$23K Sell
1,681
-3,599
-68% -$47.5K 0.02% 422
2017
Q2 		$71K Buy
+5,280
New +$72.3K 0.05% 423
2016
Q4 		– Sell
-2,929
Closed -$35K – 807
2016
Q3 		$35K Buy
+2,929
New +$34K 0.03% 503
2016
Q1 		– Sell
-3,942
Closed -$49K – 732
2015
Q4 		$49K Buy
+3,942
New +$49.6K 0.05% 376

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Invictus RG's ISBC Position: Q4 2017 in Review

Invictus RG sold out of Investors Bancorp, Inc. (ISBC) in Q4 2017, closing a stake of 1,681 shares — an estimated $23K sold.

Invictus RG first reported a position in ISBC in Q4 2015 and held it in 4 quarters. The position peaked at $71K in Q2 2017. 239 funds tracked by Wall St. Rank hold ISBC as of Q4 2017.

  • Invictus RG reported no remaining Investors Bancorp, Inc. position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 1,681 Investors Bancorp, Inc. shares in Q4 2017, an estimated $23K.
  • Invictus RG first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 4 quarters.
  • Invictus RG's Investors Bancorp, Inc. position peaked at $71K in Q2 2017.
  • 239 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.