WAM
ISBC

Wealthspire Advisors (Maryland)’s Investors Bancorp, Inc. ISBC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-50
Closed -$1K – 2299
2019
Q1 		$1K Sell
50
-3
-6% -$36 ﹤0.01% 2434
2018
Q4 		$1K Buy
+53
New +$612 ﹤0.01% 2375
2018
Q3 		– Sell
-3,619
Closed -$46K – 2565
2018
Q2 		$46K Sell
3,619
-83
-2% -$1.12K ﹤0.01% 1010
2018
Q1 		$50K Sell
3,702
-482
-12% -$6.68K ﹤0.01% 987
2017
Q4 		$58K Sell
4,184
-10,770
-72% -$149K 0.01% 946
2017
Q3 		$204K Sell
14,954
-1,058
-7% -$14K 0.02% 467
2017
Q2 		$214K Buy
16,012
+4,351
+37% +$59.6K 0.03% 433
2017
Q1 		$168K Buy
11,661
+1,735
+17% +$24.9K 0.02% 447
2016
Q4 		$138K Sell
9,926
-66
-0.7% -$862 0.02% 483
2016
Q3 		$120K Buy
9,992
+342
+4% +$3.97K 0.02% 524
2016
Q2 		$107K Sell
9,650
-1,757
-15% -$20.3K 0.02% 519
2016
Q1 		$133K Sell
11,407
-672
-6% -$7.74K 0.02% 459
2015
Q4 		$150K Buy
+12,079
New +$152K 0.03% 440

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ISBC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Investors Bancorp, Inc. (ISBC) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ISBC in Q4 2015 and held it in 13 quarters. The position peaked at $214K in Q2 2017. 212 funds tracked by Wall St. Rank hold ISBC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Investors Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 Investors Bancorp, Inc. shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Investors Bancorp, Inc. position peaked at $214K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.