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

OneDigital 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
2019 Q3	–	Sell	-1,874	Closed	-$21K	–	1246
2019 Q2	$21K	Hold	1,874	–	–	﹤0.01%	805
2019 Q1	$22K	Hold	1,874	–	–	﹤0.01%	705
2018 Q4	$19K	Hold	1,874	–	–	﹤0.01%	714
2018 Q3	$23K	Hold	1,874	–	–	0.01%	627
2018 Q2	$24K	Hold	1,874	–	–	0.01%	753
2018 Q1	$26K	Hold	1,874	–	–	0.01%	722
2017 Q4	$26K	Hold	1,874	–	–	﹤0.01%	715
2017 Q3	$26K	Hold	1,874	–	–	0.01%	567
2017 Q2	$25K	Buy	+1,874	New	+$25.7K	0.01%	684

Other funds holding ISBC

BHG

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OneDigital Investment Advisors's ISBC Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q3 2019, closing a stake of 1,874 shares — an estimated $21K sold.

OneDigital Investment Advisors first reported a position in ISBC in Q2 2017 and held it in 9 quarters. The position peaked at $26K in Q1 2018. 217 funds tracked by Wall St. Rank hold ISBC as of Q3 2019.

OneDigital Investment Advisors reported no remaining Investors Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,874 Investors Bancorp, Inc. shares in Q3 2019, an estimated $21K.
OneDigital Investment Advisors first reported a position in Investors Bancorp, Inc. in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Investors Bancorp, Inc. position peaked at $26K in Q1 2018.
217 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.