Keel Point’s Investors Bancorp, Inc. ISBC Stock Holding History

Keel Point’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 Q3	–	Sell	-65,962	Closed	-$731K	–	148
2016 Q2	$731K	Sell	65,962 -840	-1%	-$9.72K	0.31%	57
2016 Q1	$778K	Buy	66,802 +52,643	+372%	+$607K	0.39%	46
2015 Q4	$176K	Buy	+14,159	New	+$178K	0.1%	122

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keel Point's ISBC Position: Q3 2016 in Review

Keel Point sold out of Investors Bancorp, Inc. (ISBC) in Q3 2016, closing a stake of 65,962 shares — an estimated $731K sold.

Keel Point first reported a position in ISBC in Q4 2015 and held it in 3 quarters. The position peaked at $778K in Q1 2016. 218 funds tracked by Wall St. Rank hold ISBC as of Q3 2016.

Keel Point reported no remaining Investors Bancorp, Inc. position as of Q3 2016 after selling out during the quarter.
Keel Point sold 65,962 Investors Bancorp, Inc. shares in Q3 2016, an estimated $731K.
Keel Point first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 3 quarters.
Keel Point's Investors Bancorp, Inc. position peaked at $778K in Q1 2016.
218 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2016.

Based on Keel Point's 13F filing for Q3 2016, filed 15 Nov 2016.