JFA
ISBC

JNBA Financial Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-428
Closed -$5K – 1482
2016
Q3 		$5K Buy
+428
New +$4.97K ﹤0.01% 1259

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

JNBA Financial Advisors's ISBC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2016, closing a stake of 428 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in ISBC in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 223 funds tracked by Wall St. Rank hold ISBC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 428 Investors Bancorp, Inc. shares in Q4 2016, an estimated $5K.
  • JNBA Financial Advisors first reported a position in Investors Bancorp, Inc. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Investors Bancorp, Inc. position peaked at $5K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.