MSI Financial Services’s Investors Bancorp, Inc. ISBC Stock Holding History

MSI Financial Services’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	$282K	Buy	20,229 +1,790	+10%	+$23.4K	0.01%	940
2016 Q3	$221K	Sell	18,439 -2,906	-14%	-$33.7K	0.01%	1008
2016 Q2	$237K	Buy	21,345 +3,097	+17%	+$35.8K	0.01%	941
2016 Q1	$212K	Sell	18,248 -125	-0.7%	-$1.44K	0.01%	954
2015 Q4	$229K	Sell	18,373 -160	-0.9%	-$2.01K	0.01%	877
2015 Q3	$229K	Sell	18,533 -97	-0.5%	-$1.18K	0.02%	610
2015 Q2	$229K	Sell	18,630 -222	-1%	-$2.68K	0.02%	668
2015 Q1	$221K	Buy	18,852 +11,364	+152%	+$129K	0.02%	697
2014 Q4	$84K	Hold	7,488	–	–	0.01%	865
2014 Q3	$76K	Hold	7,488	–	–	0.01%	913
2014 Q2	$83K	Buy	7,488 +17	+0.2%	+$181	0.01%	873
2014 Q1	$81K	Sell	7,471 -4,216	-36%	-$43.3K	0.01%	836
2013 Q4	$117K	Buy	11,687 +15	+0.1%	+$139	0.02%	704
2013 Q3	$100K	Buy	11,672 +18	+0.2%	+$154	0.02%	651
2013 Q2	$96K	Buy	+11,654	New	+$90.3K	0.02%	650

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

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

BFA

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

JP Morgan Chase New York $1.56T 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

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

MSI Financial Services's ISBC Position: Q4 2016 in Review

MSI Financial Services increased its Investors Bancorp, Inc. (ISBC) stake by 9.7% in Q4 2016, buying an estimated $23.4K and bringing the position to 20,229 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #940.

MSI Financial Services first reported a position in ISBC in Q2 2013 and has held it in 15 quarters since. 223 funds tracked by Wall St. Rank hold ISBC as of Q4 2016.

MSI Financial Services held 20,229 shares of Investors Bancorp, Inc. worth $282K as of Q4 2016.
MSI Financial Services bought 1,790 Investors Bancorp, Inc. shares in Q4 2016, an estimated $23.4K.
Investors Bancorp, Inc. made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #940 holding.
MSI Financial Services first reported a position in Investors Bancorp, Inc. in Q2 2013 and has held it in 15 quarters since.
223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.