LMCG Investments’s Investors Bancorp, Inc. ISBC Stock Holding History

LMCG Investments’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
2015 Q3	$32.8M	Buy	2,656,100 +52,460	+2%	+$637K	0.7%	18
2015 Q2	$32M	Sell	2,603,640 -50,751	-2%	-$613K	0.69%	19
2015 Q1	$31.1M	Sell	2,654,391 -300,882	-10%	-$3.41M	0.65%	19
2014 Q4	$33.2M	Sell	2,955,273 -204,022	-6%	-$2.17M	0.72%	14
2014 Q3	$32M	Buy	3,159,295 +244,906	+8%	+$2.59M	0.72%	12
2014 Q2	$32.2M	Buy	2,914,389 +1,432,242	+97%	+$15.3M	0.7%	14
2014 Q1	$16.1M	Sell	1,482,147 -134,500	-8%	-$1.38M	0.36%	91
2013 Q4	$16.2M	Sell	1,616,647 -903	-0.1%	-$8.36K	0.34%	99
2013 Q3	$13.9M	Sell	1,617,550 -29,621	-2%	-$254K	0.34%	112
2013 Q2	$13.6M	Buy	+1,647,171	New	+$12.8M	0.36%	102

Other funds holding ISBC

BHG

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

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

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

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

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

BIT

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

LMCG Investments's ISBC Position: Q3 2015 in Review

LMCG Investments increased its Investors Bancorp, Inc. (ISBC) stake by 2% in Q3 2015, buying an estimated $637K and bringing the position to 2,656,100 shares worth $32.8M. The position accounts for 0.7% of the portfolio, ranked #18.

LMCG Investments first reported a position in ISBC in Q2 2013 and has held it in 10 quarters since. The position peaked at $33.2M in Q4 2014. 227 funds tracked by Wall St. Rank hold ISBC as of Q3 2015.

LMCG Investments held 2,656,100 shares of Investors Bancorp, Inc. worth $32.8M as of Q3 2015.
LMCG Investments bought 52,460 Investors Bancorp, Inc. shares in Q3 2015, an estimated $637K.
Investors Bancorp, Inc. made up 0.7% of LMCG Investments's portfolio in Q3 2015, its #18 holding.
LMCG Investments first reported a position in Investors Bancorp, Inc. in Q2 2013 and has held it in 10 quarters since.
LMCG Investments's Investors Bancorp, Inc. position peaked at $33.2M in Q4 2014.
227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.