Legg Mason Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Legg Mason Asset 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 Q2	–	Sell	-50,300	Closed	-$724K	–	135
2017 Q1	$724K	Sell	50,300 -22,700	-31%	-$325K	0.84%	65
2016 Q4	$1.02M	Sell	73,000 -45,800	-39%	-$598K	1.17%	42
2016 Q3	$1.43M	Buy	+118,800	New	+$1.38M	1.44%	20

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VNIM

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

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

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

Legg Mason Asset Management's ISBC Position: Q2 2017 in Review

Legg Mason Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2017, closing a stake of 50,300 shares — an estimated $724K sold.

Legg Mason Asset Management first reported a position in ISBC in Q3 2016 and held it in 3 quarters. The position peaked at $1.43M in Q3 2016. 228 funds tracked by Wall St. Rank hold ISBC as of Q2 2017.

Legg Mason Asset Management reported no remaining Investors Bancorp, Inc. position as of Q2 2017 after selling out during the quarter.
Legg Mason Asset Management sold 50,300 Investors Bancorp, Inc. shares in Q2 2017, an estimated $724K.
Legg Mason Asset Management first reported a position in Investors Bancorp, Inc. in Q3 2016 and held it in 3 quarters.
Legg Mason Asset Management's Investors Bancorp, Inc. position peaked at $1.43M in Q3 2016.
228 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2017.

Based on Legg Mason Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.