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

NBW 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
2018 Q3	–	Sell	-232,980	Closed	-$2.98M	–	78
2018 Q2	$2.98M	Sell	232,980 -4,384	-2%	-$59.1K	0.85%	56
2018 Q1	$3.24M	Sell	237,364 -8,083	-3%	-$112K	1.01%	49
2017 Q4	$3.41M	Buy	245,447 +7,592	+3%	+$105K	0.9%	49
2017 Q3	$3.24M	Sell	237,855 -2,326	-1%	-$30.7K	0.88%	51
2017 Q2	$3.21M	Sell	240,181 -2,534	-1%	-$34.7K	0.89%	49
2017 Q1	$3.49M	Buy	242,715 +11,926	+5%	+$171K	0.97%	39
2016 Q4	$3.22M	Sell	230,789 -3,077	-1%	-$40.2K	0.92%	44
2016 Q3	$2.81M	Sell	233,866 -83,462	-26%	-$969K	0.81%	48
2016 Q2	$3.52M	Sell	317,328 -14,412	-4%	-$167K	1.08%	37
2016 Q1	$3.86M	Sell	331,740 -4,443	-1%	-$51.2K	1.23%	31
2015 Q4	$4.18M	Sell	336,183 -25,078	-7%	-$316K	1.28%	30
2015 Q3	$4.46M	Sell	361,261 -3,720	-1%	-$45.2K	1.32%	36
2015 Q2	$4.49M	Sell	364,981 -2,469	-0.7%	-$29.8K	1.03%	36
2015 Q1	$4.31M	Sell	367,450 -7,137	-2%	-$81K	0.97%	35
2014 Q4	$4.21M	Buy	374,587 +17,447	+5%	+$185K	0.97%	41
2014 Q3	$3.62M	Buy	357,140 +17,534	+5%	+$185K	0.78%	51
2014 Q2	$3.75M	Buy	+339,606	New	+$3.62M	0.85%	50

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NBW Capital's ISBC Position: Q3 2018 in Review

NBW Capital sold out of Investors Bancorp, Inc. (ISBC) in Q3 2018, closing a stake of 232,980 shares — an estimated $2.98M sold.

NBW Capital first reported a position in ISBC in Q2 2014 and held it in 17 quarters. The position peaked at $4.49M in Q2 2015. 243 funds tracked by Wall St. Rank hold ISBC as of Q3 2018.

NBW Capital reported no remaining Investors Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
NBW Capital sold 232,980 Investors Bancorp, Inc. shares in Q3 2018, an estimated $2.98M.
NBW Capital first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 17 quarters.
NBW Capital's Investors Bancorp, Inc. position peaked at $4.49M in Q2 2015.
243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2018.

Based on NBW Capital's 13F filing for Q3 2018, filed 14 Nov 2018.