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

Proficio Capital Partners’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	-1,518	Closed	-$17K	–	1770
2019 Q2	$17K	Buy	1,518 +691	+84%	+$7.83K	0.01%	758
2019 Q1	$10K	Buy	827 +90	+12%	+$1.08K	﹤0.01%	884
2018 Q4	$8K	Buy	737 +415	+129%	+$4.79K	﹤0.01%	791
2018 Q3	$4K	Sell	322 -6	-2%	-$76	﹤0.01%	1019
2018 Q2	$4K	Hold	328	–	–	﹤0.01%	1052
2018 Q1	$4K	Hold	328	–	–	﹤0.01%	1053
2017 Q4	$5K	Sell	328 -22	-6%	-$305	﹤0.01%	991
2017 Q3	$5K	Hold	350	–	–	﹤0.01%	972
2017 Q2	$5K	Buy	350 +18	+5%	+$247	﹤0.01%	975
2017 Q1	$4K	Buy	332 +11	+3%	+$158	﹤0.01%	1047
2016 Q4	$4K	Sell	321 -5	-2%	-$65	﹤0.01%	815
2016 Q3	$4K	Buy	+326	New	+$3.78K	﹤0.01%	783

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Proficio Capital Partners's ISBC Position: Q3 2019 in Review

Proficio Capital Partners sold out of Investors Bancorp, Inc. (ISBC) in Q3 2019, closing a stake of 1,518 shares — an estimated $17K sold.

Proficio Capital Partners first reported a position in ISBC in Q3 2016 and held it in 12 quarters. The position peaked at $17K in Q2 2019. 217 funds tracked by Wall St. Rank hold ISBC as of Q3 2019.

Proficio Capital Partners reported no remaining Investors Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,518 Investors Bancorp, Inc. shares in Q3 2019, an estimated $17K.
Proficio Capital Partners first reported a position in Investors Bancorp, Inc. in Q3 2016 and held it in 12 quarters.
Proficio Capital Partners's Investors Bancorp, Inc. position peaked at $17K in Q2 2019.
217 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.