TCM
ISBC

Tradition Capital Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Tradition Capital Management’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
2017
Q1 		– Sell
-10,000
Closed -$139K – 156
2016
Q4 		$139K Hold
10,000
– – 0.05% 153
2016
Q3 		$120K Hold
10,000
– – 0.04% 154
2016
Q2 		$110K Buy
+10,000
New +$116K 0.04% 160

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Tradition Capital Management's ISBC Position: Q1 2017 in Review

Tradition Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2017, closing a stake of 10,000 shares — an estimated $139K sold.

Tradition Capital Management first reported a position in ISBC in Q2 2016 and held it in 3 quarters. The position peaked at $139K in Q4 2016. 222 funds tracked by Wall St. Rank hold ISBC as of Q1 2017.

  • Tradition Capital Management reported no remaining Investors Bancorp, Inc. position as of Q1 2017 after selling out during the quarter.
  • Tradition Capital Management sold 10,000 Investors Bancorp, Inc. shares in Q1 2017, an estimated $139K.
  • Tradition Capital Management first reported a position in Investors Bancorp, Inc. in Q2 2016 and held it in 3 quarters.
  • Tradition Capital Management's Investors Bancorp, Inc. position peaked at $139K in Q4 2016.
  • 222 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2017.

Based on Tradition Capital Management's 13F filing for Q1 2017, filed 11 May 2017.