YWP
ISBC

YorkBridge Wealth Partners’s Investors Bancorp, Inc. ISBC Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-480
Closed -$6K – 858
2018
Q2 		$6K Hold
480
– – ﹤0.01% 676
2018
Q1 		$6K Hold
480
– – ﹤0.01% 672
2017
Q4 		$6K Hold
480
– – ﹤0.01% 694
2017
Q3 		$7K Buy
+480
New +$6.34K ﹤0.01% 683

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

YorkBridge Wealth Partners's ISBC Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Investors Bancorp, Inc. (ISBC) in Q3 2018, closing a stake of 480 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in ISBC in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2017. 243 funds tracked by Wall St. Rank hold ISBC as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Investors Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 480 Investors Bancorp, Inc. shares in Q3 2018, an estimated $6K.
  • YorkBridge Wealth Partners first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Investors Bancorp, Inc. position peaked at $7K in Q3 2017.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.