WAM
ISBC

Weiss Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Weiss Asset 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
2019
Q4 		– Sell
-14,064
Closed -$160K – 409
2019
Q3 		$160K Sell
14,064
-192
-1% -$2.15K 0.01% 275
2019
Q2 		$159K Buy
14,256
+1,512
+12% +$17.1K 0.01% 280
2019
Q1 		$151K Buy
+12,744
New +$154K 0.01% 243
2017
Q2 		– Sell
-10,277
Closed -$148K – 110
2017
Q1 		$148K Sell
10,277
-4,205
-29% -$60.3K 0.02% 65
2016
Q4 		$202K Sell
14,482
-5,143
-26% -$67.2K 0.03% 151
2016
Q3 		$236K Buy
+19,625
New +$228K 0.04% 116

Other funds holding ISBC

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weiss Asset Management's ISBC Position: Q4 2019 in Review

Weiss Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2019, closing a stake of 14,064 shares — an estimated $160K sold.

Weiss Asset Management first reported a position in ISBC in Q3 2016 and held it in 6 quarters. The position peaked at $236K in Q3 2016. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Weiss Asset Management reported no remaining Investors Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Weiss Asset Management sold 14,064 Investors Bancorp, Inc. shares in Q4 2019, an estimated $160K.
  • Weiss Asset Management first reported a position in Investors Bancorp, Inc. in Q3 2016 and held it in 6 quarters.
  • Weiss Asset Management's Investors Bancorp, Inc. position peaked at $236K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Weiss Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.