WJA
ISBC

Williams Jones & Associates’s Investors Bancorp, Inc. ISBC Stock Holding History

Williams Jones & Associates’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
2016
Q2 		– Sell
-25,000
Closed -$291K – 421
2016
Q1 		$291K Buy
+25,000
New +$288K 0.01% 253

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Williams Jones & Associates's ISBC Position: Q2 2016 in Review

Williams Jones & Associates sold out of Investors Bancorp, Inc. (ISBC) in Q2 2016, closing a stake of 25,000 shares — an estimated $291K sold.

Williams Jones & Associates first reported a position in ISBC in Q1 2016 and held it in 1 quarter. The position peaked at $291K in Q1 2016. 241 funds tracked by Wall St. Rank hold ISBC as of Q2 2016.

  • Williams Jones & Associates reported no remaining Investors Bancorp, Inc. position as of Q2 2016 after selling out during the quarter.
  • Williams Jones & Associates sold 25,000 Investors Bancorp, Inc. shares in Q2 2016, an estimated $291K.
  • Williams Jones & Associates first reported a position in Investors Bancorp, Inc. in Q1 2016 and held it in 1 quarter.
  • Williams Jones & Associates's Investors Bancorp, Inc. position peaked at $291K in Q1 2016.
  • 241 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2016.

Based on Williams Jones & Associates's 13F filing for Q2 2016, filed 15 Aug 2016.