WA
ISBC

WealthTrust-Arizona’s Investors Bancorp, Inc. ISBC Stock Holding History

WealthTrust-Arizona’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
Q4 		– Sell
-1,465
Closed -$20K – 693
2017
Q3 		$20K Hold
1,465
– – 0.01% 285
2017
Q2 		$20K Hold
1,465
– – 0.01% 269
2017
Q1 		$21K Hold
1,465
– – 0.01% 245
2016
Q4 		$20K Hold
1,465
– – 0.01% 257
2016
Q3 		$18K Hold
1,465
– – 0.01% 270
2016
Q2 		$16K Hold
1,465
– – 0.01% 280
2016
Q1 		$17K Buy
1,465
+33
+2% +$380 0.01% 266
2015
Q4 		$18K Buy
1,432
+14
+1% +$176 0.01% 280
2015
Q3 		$17K Hold
1,418
– – 0.01% 291
2015
Q2 		$17K Hold
1,418
– – 0.01% 322
2015
Q1 		$17K Hold
1,418
– – 0.01% 322
2014
Q4 		$16K Hold
1,418
– – 0.01% 335
2014
Q3 		$14K Sell
1,418
-147
-9% -$1.55K 0.02% 363
2014
Q2 		$17K Buy
1,565
+1,417
+957% +$15.1K 0.02% 315
2014
Q1 		$2K Hold
148
– – ﹤0.01% 600
2013
Q4 		$1K Sell
148
-69
-32% -$639 ﹤0.01% 632
2013
Q3 		$2K Sell
217
-104
-32% -$891 ﹤0.01% 574
2013
Q2 		$3K Buy
+321
New +$2.49K ﹤0.01% 491

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

WealthTrust-Arizona's ISBC Position: Q4 2017 in Review

WealthTrust-Arizona sold out of Investors Bancorp, Inc. (ISBC) in Q4 2017, closing a stake of 1,465 shares — an estimated $20K sold.

WealthTrust-Arizona first reported a position in ISBC in Q2 2013 and held it in 18 quarters. The position peaked at $21K in Q1 2017. 239 funds tracked by Wall St. Rank hold ISBC as of Q4 2017.

  • WealthTrust-Arizona reported no remaining Investors Bancorp, Inc. position as of Q4 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,465 Investors Bancorp, Inc. shares in Q4 2017, an estimated $20K.
  • WealthTrust-Arizona first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 18 quarters.
  • WealthTrust-Arizona's Investors Bancorp, Inc. position peaked at $21K in Q1 2017.
  • 239 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2017.

Based on WealthTrust-Arizona's 13F filing for Q4 2017, filed 18 Jan 2018.