MAI Capital Management’s Investors Bancorp, Inc. ISBC Stock Holding History

MAI Capital 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
2016 Q2	–	Sell	-15,861	Closed	-$185K	–	442
2016 Q1	$185K	Buy	15,861 +2,150	+16%	+$24.8K	0.01%	392
2015 Q4	$171K	Sell	13,711 -569	-4%	-$7.16K	0.01%	383
2015 Q3	$176K	Sell	14,280 -4,878	-25%	-$59.2K	0.01%	403
2015 Q2	$236K	Sell	19,158 -511	-3%	-$6.17K	0.02%	421
2015 Q1	$231K	Sell	19,669 -331	-2%	-$3.76K	0.02%	436
2014 Q4	$225K	Sell	20,000 -692	-3%	-$7.35K	0.02%	420
2014 Q3	$210K	Buy	20,692 +2,133	+11%	+$22.5K	0.02%	361
2014 Q2	$205K	Buy	+18,559	New	+$198K	0.02%	362

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

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

VNIM

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

MAI Capital Management's ISBC Position: Q2 2016 in Review

MAI Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2016, closing a stake of 15,861 shares — an estimated $185K sold.

MAI Capital Management first reported a position in ISBC in Q2 2014 and held it in 8 quarters. The position peaked at $236K in Q2 2015. 241 funds tracked by Wall St. Rank hold ISBC as of Q2 2016.

MAI Capital Management reported no remaining Investors Bancorp, Inc. position as of Q2 2016 after selling out during the quarter.
MAI Capital Management sold 15,861 Investors Bancorp, Inc. shares in Q2 2016, an estimated $185K.
MAI Capital Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 8 quarters.
MAI Capital Management's Investors Bancorp, Inc. position peaked at $236K in Q2 2015.
241 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2016.

Based on MAI Capital Management's 13F filing for Q2 2016, filed 14 Jul 2016.