VNIM
ISBC

Vaughan Nelson Investment Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Vaughan Nelson Investment 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
2018
Q3 		– Sell
-2,774,784
Closed -$35.5M – 198
2018
Q2 		$35.5M Sell
2,774,784
-49,725
-2% -$670K 0.42% 101
2018
Q1 		$38.5M Sell
2,824,509
-189,241
-6% -$2.62M 0.47% 102
2017
Q4 		$41.8M Sell
3,013,750
-4,258,595
-59% -$59.1M 0.48% 102
2017
Q3 		$99.2M Sell
7,272,345
-1,609,410
-18% -$21.2M 1.18% 8
2017
Q2 		$119M Buy
8,881,755
+3,950,175
+80% +$54.1M 1.42% 5
2017
Q1 		$70.9M Buy
4,931,580
+462,225
+10% +$6.62M 0.83% 32
2016
Q4 		$62.3M Sell
4,469,355
-451,825
-9% -$5.9M 0.74% 50
2016
Q3 		$59.1M Sell
4,921,180
-249,475
-5% -$2.9M 0.7% 56
2016
Q2 		$57.3M Sell
5,170,655
-1,180,675
-19% -$13.7M 0.72% 52
2016
Q1 		$73.9M Buy
6,351,330
+222,830
+4% +$2.57M 0.93% 32
2015
Q4 		$76.2M Buy
6,128,500
+1,458,675
+31% +$18.4M 0.97% 26
2015
Q3 		$57.6M Buy
4,669,825
+1,124,600
+32% +$13.7M 0.82% 41
2015
Q2 		$43.6M Buy
3,545,225
+920,275
+35% +$11.1M 0.61% 65
2015
Q1 		$30.8M Buy
2,624,950
+136,525
+5% +$1.55M 0.47% 95
2014
Q4 		$27.9M Buy
2,488,425
+292,625
+13% +$3.11M 0.41% 97
2014
Q3 		$22.2M Buy
2,195,800
+301,225
+16% +$3.18M 0.33% 111
2014
Q2 		$20.9M Buy
+1,894,575
New +$20.2M 0.3% 128

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vaughan Nelson Investment Management's ISBC Position: Q3 2018 in Review

Vaughan Nelson Investment Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2018, closing a stake of 2,774,784 shares — an estimated $35.5M sold.

Vaughan Nelson Investment Management first reported a position in ISBC in Q2 2014 and held it in 17 quarters. The position peaked at $119M in Q2 2017. 243 funds tracked by Wall St. Rank hold ISBC as of Q3 2018.

  • Vaughan Nelson Investment Management reported no remaining Investors Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 2,774,784 Investors Bancorp, Inc. shares in Q3 2018, an estimated $35.5M.
  • Vaughan Nelson Investment Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 17 quarters.
  • Vaughan Nelson Investment Management's Investors Bancorp, Inc. position peaked at $119M in Q2 2017.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2018.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.