WGCA
ISBC

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
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 $5.7T 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 $144M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return