SPIA
ISBC

Steward Partners Investment Advisory’s Investors Bancorp, Inc. ISBC Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-1,400
Closed -$17K – 2387
2018
Q3 		$17K Sell
1,400
-900
-39% -$11.4K ﹤0.01% 1640
2018
Q2 		$29K Buy
+2,300
New +$31K ﹤0.01% 1321

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's ISBC Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 1,400 shares — an estimated $17K sold.

Steward Partners Investment Advisory first reported a position in ISBC in Q2 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,400 Investors Bancorp, Inc. shares in Q4 2018, an estimated $17K.
  • Steward Partners Investment Advisory first reported a position in Investors Bancorp, Inc. in Q2 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Investors Bancorp, Inc. position peaked at $29K in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.