MC
ISBC

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
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