WA
ISBC

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

Waverly 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
2014
Q4 		– Sell
-612
Closed -$6K – 712
2014
Q3 		$6K Hold
612
– – ﹤0.01% 605
2014
Q2 		$7K Hold
612
– – ﹤0.01% 536
2014
Q1 		$7K Hold
612
– – ﹤0.01% 500
2013
Q4 		$6K Buy
+612
New +$5.67K ﹤0.01% 656

Other funds holding ISBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Waverly Advisors's ISBC Position: Q4 2014 in Review

Waverly Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2014, closing a stake of 612 shares — an estimated $6K sold.

Waverly Advisors first reported a position in ISBC in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q2 2014. 213 funds tracked by Wall St. Rank hold ISBC as of Q4 2014.

  • Waverly Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 612 Investors Bancorp, Inc. shares in Q4 2014, an estimated $6K.
  • Waverly Advisors first reported a position in Investors Bancorp, Inc. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Investors Bancorp, Inc. position peaked at $7K in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.