Ladenburg Thalmann Financial Services’s Investors Bancorp, Inc. ISBC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$12K	Buy	1,035 +105	+11%	+$1.26K	﹤0.01%	4426
2019 Q3	$11K	Hold	930	–	–	﹤0.01%	4369
2019 Q2	$10K	Buy	+930	New	+$10.5K	﹤0.01%	4460
2018 Q4	–	Sell	-535	Closed	-$6K	–	5411
2018 Q3	$6K	Buy	+535	New	+$6.81K	﹤0.01%	4548
2017 Q4	–	Sell	-166	Closed	-$2K	–	5165
2017 Q3	$2K	Hold	166	–	–	﹤0.01%	4713
2017 Q2	$2K	Hold	166	–	–	﹤0.01%	4645
2017 Q1	$2K	Sell	166 -5,461	-97%	-$78.3K	﹤0.01%	4615
2016 Q4	$68K	Hold	5,627	–	–	﹤0.01%	2621
2016 Q3	$67K	Buy	5,627 +3,296	+141%	+$38.3K	﹤0.01%	2562
2016 Q2	$25K	Sell	2,331 -904	-28%	-$10.5K	﹤0.01%	3202
2016 Q1	$38K	Sell	3,235 -526	-14%	-$6.06K	﹤0.01%	2801
2015 Q4	$46K	Sell	3,761 -499	-12%	-$6.28K	﹤0.01%	2620
2015 Q3	$52K	Buy	4,260 +373	+10%	+$4.53K	﹤0.01%	2447
2015 Q2	$48K	Buy	3,887 +756	+24%	+$9.13K	﹤0.01%	2617
2015 Q1	$37K	Sell	3,131 -300	-9%	-$3.4K	﹤0.01%	2789
2014 Q4	$39K	Buy	3,431 +266	+8%	+$2.83K	﹤0.01%	2524
2014 Q3	$32K	Buy	3,165 +1,386	+78%	+$14.6K	﹤0.01%	2319
2014 Q2	$20K	Buy	1,779 +35	+2%	+$373	﹤0.01%	2674
2014 Q1	$19K	Sell	1,744 -254	-13%	-$2.61K	﹤0.01%	2621
2013 Q4	$20K	Hold	1,998	–	–	﹤0.01%	2552
2013 Q3	$18K	Buy	1,998 +254	+15%	+$2.18K	﹤0.01%	2535
2013 Q2	$15K	Buy	+1,744	New	+$13.5K	﹤0.01%	2506

Other funds holding ISBC

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's ISBC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Investors Bancorp, Inc. (ISBC) stake by 11% in Q4 2019, buying an estimated $1.26K and bringing the position to 1,035 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4426.

Ladenburg Thalmann Financial Services first reported a position in ISBC in Q2 2013 and has held it in 22 quarters since. The position peaked at $68K in Q4 2016. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,035 shares of Investors Bancorp, Inc. worth $12K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 105 Investors Bancorp, Inc. shares in Q4 2019, an estimated $1.26K.
Investors Bancorp, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4426 holding.
Ladenburg Thalmann Financial Services first reported a position in Investors Bancorp, Inc. in Q2 2013 and has held it in 22 quarters since.
Ladenburg Thalmann Financial Services's Investors Bancorp, Inc. position peaked at $68K in Q4 2016.
247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.