U
ISBC

UBS’s Investors Bancorp, Inc. ISBC Stock Holding History

UBS’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
2014
Q3 		$753K Sell
74,357
-12,815
-15% -$135K ﹤0.01% 3859
2014
Q2 		$964K Sell
87,172
-54,512
-38% -$581K ﹤0.01% 3588
2014
Q1 		$1.54M Buy
141,684
+80,465
+131% +$826K ﹤0.01% 3044
2013
Q4 		$614K Buy
61,219
+1,440
+2% +$13.3K ﹤0.01% 4097
2013
Q3 		$513K Buy
59,779
+3,186
+6% +$27.3K ﹤0.01% 4114
2013
Q2 		$468K Buy
+56,593
New +$439K ﹤0.01% 4169

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

UBS's ISBC Position: Q3 2014 in Review

UBS reduced its Investors Bancorp, Inc. (ISBC) stake by 15% in Q3 2014, selling an estimated $135K and leaving 74,357 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

UBS first reported a position in ISBC in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.54M in Q1 2014. 214 funds tracked by Wall St. Rank hold ISBC as of Q3 2014.

  • UBS held 74,357 shares of Investors Bancorp, Inc. worth $753K as of Q3 2014.
  • UBS sold 12,815 Investors Bancorp, Inc. shares in Q3 2014, an estimated $135K.
  • Investors Bancorp, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3859 holding.
  • UBS first reported a position in Investors Bancorp, Inc. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Investors Bancorp, Inc. position peaked at $1.54M in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.