WAM
ISBC

World Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

World 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
2017
Q3 		– Sell
-10,580
Closed -$141K – 1544
2017
Q2 		$141K Sell
10,580
-329
-3% -$4.51K ﹤0.01% 1394
2017
Q1 		$157K Buy
10,909
+72
+0.7% +$1.03K 0.01% 1331
2016
Q4 		$151K Sell
10,837
-1,333
-11% -$17.4K 0.01% 1284
2016
Q3 		$146K Buy
+12,170
New +$141K 0.01% 1305
2015
Q1 		– Sell
-10,372
Closed -$116K – 1427
2014
Q4 		$116K Sell
10,372
-4,248
-29% -$45.1K ﹤0.01% 1340
2014
Q3 		$148K Sell
14,620
-1,140
-7% -$12K ﹤0.01% 1379
2014
Q2 		$174K Buy
+15,760
New +$168K 0.01% 1423

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
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

World Asset Management's ISBC Position: Q3 2017 in Review

World Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2017, closing a stake of 10,580 shares — an estimated $141K sold.

World Asset Management first reported a position in ISBC in Q2 2014 and held it in 7 quarters. The position peaked at $174K in Q2 2014. 225 funds tracked by Wall St. Rank hold ISBC as of Q3 2017.

  • World Asset Management reported no remaining Investors Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • World Asset Management sold 10,580 Investors Bancorp, Inc. shares in Q3 2017, an estimated $141K.
  • World Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 7 quarters.
  • World Asset Management's Investors Bancorp, Inc. position peaked at $174K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2017.

Based on World Asset Management's 13F filing for Q3 2017, filed 3 Nov 2017.