WCA
ISBC

Waratah Capital Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Waratah Capital 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
2017
Q2 		– Sell
-63,150
Closed -$908K – 215
2017
Q1 		$908K Buy
+63,150
New +$905K 0.12% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Waratah Capital Advisors's ISBC Position: Q2 2017 in Review

Waratah Capital Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2017, closing a stake of 63,150 shares — an estimated $908K sold.

Waratah Capital Advisors first reported a position in ISBC in Q1 2017 and held it in 1 quarter. The position peaked at $908K in Q1 2017. 228 funds tracked by Wall St. Rank hold ISBC as of Q2 2017.

  • Waratah Capital Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 63,150 Investors Bancorp, Inc. shares in Q2 2017, an estimated $908K.
  • Waratah Capital Advisors first reported a position in Investors Bancorp, Inc. in Q1 2017 and held it in 1 quarter.
  • Waratah Capital Advisors's Investors Bancorp, Inc. position peaked at $908K in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2017.

Based on Waratah Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.