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

Miles Capital’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 Q4	–	Sell	-12,745	Closed	-$153K	–	203
2016 Q3	$153K	Sell	12,745 -27,716	-69%	-$322K	0.1%	141
2016 Q2	$448K	Sell	40,461 -52,651	-57%	-$609K	0.31%	72
2016 Q1	$1.08M	Sell	93,112 -536	-0.6%	-$6.18K	0.73%	27
2015 Q4	$1.17M	Sell	93,648 -181	-0.2%	-$2.28K	0.79%	24
2015 Q3	$1.16M	Sell	93,829 -1,151	-1%	-$14K	0.83%	24
2015 Q2	$1.17M	Sell	94,980 -2,839	-3%	-$34.3K	0.77%	31
2015 Q1	$1.15M	Buy	+97,819	New	+$1.11M	0.68%	38

Other funds holding ISBC

BHG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

BFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Miles Capital's ISBC Position: Q4 2016 in Review

Miles Capital sold out of Investors Bancorp, Inc. (ISBC) in Q4 2016, closing a stake of 12,745 shares — an estimated $153K sold.

Miles Capital first reported a position in ISBC in Q1 2015 and held it in 7 quarters. The position peaked at $1.17M in Q2 2015. 223 funds tracked by Wall St. Rank hold ISBC as of Q4 2016.

Miles Capital reported no remaining Investors Bancorp, Inc. position as of Q4 2016 after selling out during the quarter.
Miles Capital sold 12,745 Investors Bancorp, Inc. shares in Q4 2016, an estimated $153K.
Miles Capital first reported a position in Investors Bancorp, Inc. in Q1 2015 and held it in 7 quarters.
Miles Capital's Investors Bancorp, Inc. position peaked at $1.17M in Q2 2015.
223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2016.

Based on Miles Capital's 13F filing for Q4 2016, filed 14 Feb 2017.