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

Rational 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
2016 Q4	–	Sell	-12,900	Closed	-$155K	–	321
2016 Q3	$155K	Hold	12,900	–	–	0.1%	156
2016 Q2	$143K	Hold	12,900	–	–	0.1%	132
2016 Q1	$150K	Buy	+12,900	New	+$149K	0.1%	185

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

Rational Advisors's ISBC Position: Q4 2016 in Review

Rational Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2016, closing a stake of 12,900 shares — an estimated $155K sold.

Rational Advisors first reported a position in ISBC in Q1 2016 and held it in 3 quarters. The position peaked at $155K in Q3 2016. 223 funds tracked by Wall St. Rank hold ISBC as of Q4 2016.

Rational Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2016 after selling out during the quarter.
Rational Advisors sold 12,900 Investors Bancorp, Inc. shares in Q4 2016, an estimated $155K.
Rational Advisors first reported a position in Investors Bancorp, Inc. in Q1 2016 and held it in 3 quarters.
Rational Advisors's Investors Bancorp, Inc. position peaked at $155K in Q3 2016.
223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.