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

Stoneridge Investment Partners’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	-161,728	Closed	-$2.01M	–	334
2015 Q4	$2.01M	Buy	161,728 +19,659	+14%	+$247K	0.27%	111
2015 Q3	$1.75M	Sell	142,069 -300	-0.2%	-$3.64K	0.25%	119
2015 Q2	$1.75M	Sell	142,369 -126,621	-47%	-$1.53M	0.22%	125
2015 Q1	$3.15M	Buy	268,990 +22,702	+9%	+$258K	0.37%	93
2014 Q4	$2.77M	Buy	+246,288	New	+$2.62M	0.36%	95

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 $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Stoneridge Investment Partners's ISBC Position: Q1 2016 in Review

Stoneridge Investment Partners sold out of Investors Bancorp, Inc. (ISBC) in Q1 2016, closing a stake of 161,728 shares — an estimated $2.01M sold.

Stoneridge Investment Partners first reported a position in ISBC in Q4 2014 and held it in 5 quarters. The position peaked at $3.15M in Q1 2015. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2016.

Stoneridge Investment Partners reported no remaining Investors Bancorp, Inc. position as of Q1 2016 after selling out during the quarter.
Stoneridge Investment Partners sold 161,728 Investors Bancorp, Inc. shares in Q1 2016, an estimated $2.01M.
Stoneridge Investment Partners first reported a position in Investors Bancorp, Inc. in Q4 2014 and held it in 5 quarters.
Stoneridge Investment Partners's Investors Bancorp, Inc. position peaked at $3.15M in Q1 2015.
229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2016.

Based on Stoneridge Investment Partners's 13F filing for Q1 2016, filed 29 Apr 2016.