SAMC
ISBC

Spectrum Asset Management (California)’s Investors Bancorp, Inc. ISBC Stock Holding History

Spectrum Asset Management (California)’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
2015
Q4 		– Sell
-85,100
Closed -$1.05M – 62
2015
Q3 		$1.05M Sell
85,100
-400
-0.5% -$4.86K 1.23% 19
2015
Q2 		$1.05M Buy
+85,500
New +$1.03M 0.91% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spectrum Asset Management (California)'s ISBC Position: Q4 2015 in Review

Spectrum Asset Management (California) sold out of Investors Bancorp, Inc. (ISBC) in Q4 2015, closing a stake of 85,100 shares — an estimated $1.05M sold.

Spectrum Asset Management (California) first reported a position in ISBC in Q2 2015 and held it in 2 quarters. The position peaked at $1.05M in Q2 2015. 234 funds tracked by Wall St. Rank hold ISBC as of Q4 2015.

  • Spectrum Asset Management (California) reported no remaining Investors Bancorp, Inc. position as of Q4 2015 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 85,100 Investors Bancorp, Inc. shares in Q4 2015, an estimated $1.05M.
  • Spectrum Asset Management (California) first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 2 quarters.
  • Spectrum Asset Management (California)'s Investors Bancorp, Inc. position peaked at $1.05M in Q2 2015.
  • 234 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2015.

Based on Spectrum Asset Management (California)'s 13F filing for Q4 2015, filed 2 Feb 2016.