SKK
ISBC

Shepherd Kaplan Krochuk’s Investors Bancorp, Inc. ISBC Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-21,660
Closed -$270K – 381
2015
Q4 		$270K Hold
21,660
– – 0.07% 213
2015
Q3 		$267K Sell
21,660
-5,820
-21% -$70.7K 0.07% 202
2015
Q2 		$338K Hold
27,480
– – 0.06% 219
2015
Q1 		$322K Buy
27,480
+2,480
+10% +$28.1K 0.06% 227
2014
Q4 		$280K Buy
+25,000
New +$266K 0.05% 286

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shepherd Kaplan Krochuk's ISBC Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Investors Bancorp, Inc. (ISBC) in Q1 2016, closing a stake of 21,660 shares — an estimated $270K sold.

Shepherd Kaplan Krochuk first reported a position in ISBC in Q4 2014 and held it in 5 quarters. The position peaked at $338K in Q2 2015. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Investors Bancorp, Inc. position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 21,660 Investors Bancorp, Inc. shares in Q1 2016, an estimated $270K.
  • Shepherd Kaplan Krochuk first reported a position in Investors Bancorp, Inc. in Q4 2014 and held it in 5 quarters.
  • Shepherd Kaplan Krochuk's Investors Bancorp, Inc. position peaked at $338K in Q2 2015.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.