Jacobus Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Jacobus Wealth Management’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 Q3	$309K	Sell	22,665 -2,335	-9%	-$30.8K	0.08%	126
2017 Q2	$334K	Hold	25,000	–	–	0.09%	125
2017 Q1	$360K	Hold	25,000	–	–	0.1%	123
2016 Q4	$349K	Hold	25,000	–	–	0.1%	126
2016 Q3	$300K	Hold	25,000	–	–	0.09%	143
2016 Q2	$277K	Hold	25,000	–	–	0.08%	146
2016 Q1	$291K	Hold	25,000	–	–	0.09%	167
2015 Q4	$311K	Hold	25,000	–	–	0.09%	160
2015 Q3	$309K	Hold	25,000	–	–	0.09%	162
2015 Q2	$308K	Hold	25,000	–	–	0.08%	175
2015 Q1	$293K	Hold	25,000	–	–	0.08%	176
2014 Q4	$281K	Hold	25,000	–	–	0.07%	177
2014 Q3	$253K	Hold	25,000	–	–	0.07%	185
2014 Q2	$276K	Buy	+25,000	New	+$267K	0.07%	188

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Jacobus Wealth Management's ISBC Position: Q3 2017 in Review

Jacobus Wealth Management reduced its Investors Bancorp, Inc. (ISBC) stake by 9.3% in Q3 2017, selling an estimated $30.8K and leaving 22,665 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #126.

Jacobus Wealth Management first reported a position in ISBC in Q2 2014 and has held it in 14 quarters since. The position peaked at $360K in Q1 2017. 225 funds tracked by Wall St. Rank hold ISBC as of Q3 2017.

Jacobus Wealth Management held 22,665 shares of Investors Bancorp, Inc. worth $309K as of Q3 2017.
Jacobus Wealth Management sold 2,335 Investors Bancorp, Inc. shares in Q3 2017, an estimated $30.8K.
Investors Bancorp, Inc. made up 0.08% of Jacobus Wealth Management's portfolio in Q3 2017, its #126 holding.
Jacobus Wealth Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and has held it in 14 quarters since.
Jacobus Wealth Management's Investors Bancorp, Inc. position peaked at $360K in Q1 2017.
225 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.