Westpac Banking Corp’s Investors Bancorp, Inc. ISBC Stock Holding History

Westpac Banking Corp’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 Q3	–	Sell	-46,354	Closed	-$619K	–	862
2017 Q2	$619K	Sell	46,354 -132,080	-74%	-$1.81M	0.01%	640
2017 Q1	$2.57M	Buy	+178,434	New	+$2.56M	0.02%	525
2016 Q3	–	Sell	-310,954	Closed	-$3.45M	–	882
2016 Q2	$3.45M	Sell	310,954 -190,584	-38%	-$2.21M	0.04%	438
2016 Q1	$5.84M	Buy	501,538 +73,541	+17%	+$847K	0.06%	317
2015 Q4	$5.32M	Sell	427,997 -70,987	-14%	-$893K	0.06%	304
2015 Q3	$6.16M	Sell	498,984 -50,181	-9%	-$609K	0.07%	268
2015 Q2	$6.75M	Hold	549,165	–	–	0.07%	265
2015 Q1	$6.44M	Buy	549,165 +49,985	+10%	+$567K	0.06%	318
2014 Q4	$5.6M	Buy	499,180 +57,148	+13%	+$607K	0.05%	331
2014 Q3	$4.48M	Buy	+442,032	New	+$4.67M	0.04%	357

Other funds holding ISBC

BHG

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Westpac Banking Corp's ISBC Position: Q3 2017 in Review

Westpac Banking Corp sold out of Investors Bancorp, Inc. (ISBC) in Q3 2017, closing a stake of 46,354 shares — an estimated $619K sold.

Westpac Banking Corp first reported a position in ISBC in Q3 2014 and held it in 10 quarters. The position peaked at $6.75M in Q2 2015. 225 funds tracked by Wall St. Rank hold ISBC as of Q3 2017.

Westpac Banking Corp reported no remaining Investors Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
Westpac Banking Corp sold 46,354 Investors Bancorp, Inc. shares in Q3 2017, an estimated $619K.
Westpac Banking Corp first reported a position in Investors Bancorp, Inc. in Q3 2014 and held it in 10 quarters.
Westpac Banking Corp's Investors Bancorp, Inc. position peaked at $6.75M in Q2 2015.
225 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2017.

Based on Westpac Banking Corp's 13F filing for Q3 2017, filed 30 Oct 2017.