MYIA
ISBC

Mount Yale Investment Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Mount Yale Investment Advisors’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
2018
Q3 		– Sell
-23,189
Closed -$297K – 1022
2018
Q2 		$297K Buy
23,189
+9,018
+64% +$122K 0.06% 252
2018
Q1 		$193K Buy
+14,171
New +$197K 0.04% 296

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's ISBC Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q3 2018, closing a stake of 23,189 shares — an estimated $297K sold.

Mount Yale Investment Advisors first reported a position in ISBC in Q1 2018 and held it in 2 quarters. The position peaked at $297K in Q2 2018. 243 funds tracked by Wall St. Rank hold ISBC as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Investors Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 23,189 Investors Bancorp, Inc. shares in Q3 2018, an estimated $297K.
  • Mount Yale Investment Advisors first reported a position in Investors Bancorp, Inc. in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Investors Bancorp, Inc. position peaked at $297K in Q2 2018.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.