Westchester Capital Management (New York)’s Investors Bancorp, Inc. ISBC Stock Holding History

Westchester Capital Management (New York)’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
2015 Q1	–	Sell	-729,710	Closed	-$8.19M	–	107
2014 Q4	$8.19M	Sell	729,710 -741,418	-50%	-$7.88M	0.13%	81
2014 Q3	$14.9M	Sell	1,471,128 -50,000	-3%	-$528K	0.18%	94
2014 Q2	$16.8M	Buy	1,521,128 +918,927	+153%	+$9.8M	0.22%	97
2014 Q1	$6.53M	Buy	+602,201	New	+$6.18M	0.09%	118

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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 18.14% 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 16.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Westchester Capital Management (New York)'s ISBC Position: Q1 2015 in Review

Westchester Capital Management (New York) sold out of Investors Bancorp, Inc. (ISBC) in Q1 2015, closing a stake of 729,710 shares — an estimated $8.19M sold.

Westchester Capital Management (New York) first reported a position in ISBC in Q1 2014 and held it in 4 quarters. The position peaked at $16.8M in Q2 2014. 223 funds tracked by Wall St. Rank hold ISBC as of Q1 2015.

Westchester Capital Management (New York) reported no remaining Investors Bancorp, Inc. position as of Q1 2015 after selling out during the quarter.
Westchester Capital Management (New York) sold 729,710 Investors Bancorp, Inc. shares in Q1 2015, an estimated $8.19M.
Westchester Capital Management (New York) first reported a position in Investors Bancorp, Inc. in Q1 2014 and held it in 4 quarters.
Westchester Capital Management (New York)'s Investors Bancorp, Inc. position peaked at $16.8M in Q2 2014.
223 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2015.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2015, filed 15 May 2015.