Wolf Group Capital Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Wolf Group Capital Advisors’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 Q2	–	Sell	-31,654	Closed	-$432K	–	106
2018 Q1	$432K	Sell	31,654 -51,055	-62%	-$708K	0.29%	74
2017 Q4	$1.15M	Sell	82,709 -14,086	-15%	-$195K	0.71%	59
2017 Q3	$1.33M	Sell	96,795 -14,413	-13%	-$190K	0.92%	46
2017 Q2	$1.49M	Sell	111,208 -19,960	-15%	-$273K	1.14%	39
2017 Q1	$1.89M	Sell	131,168 -2,606	-2%	-$37.3K	1.24%	33
2016 Q4	$1.87M	Buy	133,774 +27,030	+25%	+$353K	1.25%	32
2016 Q3	$1.28M	Buy	106,744 +74,180	+228%	+$861K	0.89%	46
2016 Q2	$361K	Buy	+32,564	New	+$377K	0.27%	77

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 $36.7B AUM 74.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wolf Group Capital Advisors's ISBC Position: Q2 2018 in Review

Wolf Group Capital Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2018, closing a stake of 31,654 shares — an estimated $432K sold.

Wolf Group Capital Advisors first reported a position in ISBC in Q2 2016 and held it in 8 quarters. The position peaked at $1.89M in Q1 2017. 252 funds tracked by Wall St. Rank hold ISBC as of Q2 2018.

Wolf Group Capital Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 31,654 Investors Bancorp, Inc. shares in Q2 2018, an estimated $432K.
Wolf Group Capital Advisors first reported a position in Investors Bancorp, Inc. in Q2 2016 and held it in 8 quarters.
Wolf Group Capital Advisors's Investors Bancorp, Inc. position peaked at $1.89M in Q1 2017.
252 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.