STA
ISBC

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

Summit Trail 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
2018
Q1 		– Sell
-540
Closed -$8K – 1854
2017
Q4 		$8K Buy
+540
New +$7.49K ﹤0.01% 1294

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Trail Advisors's ISBC Position: Q1 2018 in Review

Summit Trail Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 540 shares — an estimated $8K sold.

Summit Trail Advisors first reported a position in ISBC in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Summit Trail Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 540 Investors Bancorp, Inc. shares in Q1 2018, an estimated $8K.
  • Summit Trail Advisors first reported a position in Investors Bancorp, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Investors Bancorp, Inc. position peaked at $8K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.