VFA
ISBC

Valeo Financial Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Valeo Financial 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
Q4 		– Sell
-60
Closed -$693 – 1808
2018
Q3 		$1K Hold
60
– – ﹤0.01% 1720
2018
Q2 		$1K Hold
60
– – ﹤0.01% 1549
2018
Q1 		$1K Hold
60
– – ﹤0.01% 1495
2017
Q4 		$1K Buy
+60
New +$832 ﹤0.01% 1345

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
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

Valeo Financial Advisors's ISBC Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 60 shares — an estimated $693 sold.

Valeo Financial Advisors first reported a position in ISBC in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 60 Investors Bancorp, Inc. shares in Q4 2018, an estimated $693.
  • Valeo Financial Advisors first reported a position in Investors Bancorp, Inc. in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Investors Bancorp, Inc. position peaked at $1K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.