PWM
ISBC

PRW Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-69
Closed -$1K – 740
2019
Q1 		$1K Hold
69
– – ﹤0.01% 653
2018
Q4 		$1K Buy
+69
New +$796 ﹤0.01% 643

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's ISBC Position: Q2 2019 in Review

PRW Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2019, closing a stake of 69 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in ISBC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 212 funds tracked by Wall St. Rank hold ISBC as of Q2 2019.

  • PRW Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 69 Investors Bancorp, Inc. shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Investors Bancorp, Inc. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Investors Bancorp, Inc. position peaked at $1K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.