WSTAM
ISBC

Wilbanks Smith & Thomas Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Wilbanks Smith & Thomas 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
2018
Q4 		– Sell
-1,186
Closed -$15K – 1432
2018
Q3 		$15K Buy
+1,186
New +$15.1K ﹤0.01% 963

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ISBC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 1,186 shares — an estimated $15K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ISBC in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,186 Investors Bancorp, Inc. shares in Q4 2018, an estimated $15K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Investors Bancorp, Inc. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Investors Bancorp, Inc. position peaked at $15K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.