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Curi RMB Capital’s Investar Holding Corp ISTR Stock Holding History

Curi RMB Capital’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-179,407
Closed -$4.31M – 712
2019
Q4 		$4.31M Sell
179,407
-15,000
-8% -$369K 0.12% 183
2019
Q3 		$4.63M Sell
194,407
-2,099
-1% -$49.3K 0.12% 180
2019
Q2 		$4.69M Sell
196,506
-83,102
-30% -$1.94M 0.12% 180
2019
Q1 		$6.35M Hold
279,608
– – 0.16% 157
2018
Q4 		$6.93M Buy
279,608
+9,680
+4% +$242K 0.18% 145
2018
Q3 		$7.25M Buy
269,928
+5,621
+2% +$153K 0.17% 159
2018
Q2 		$7.31M Buy
264,307
+56,026
+27% +$1.51M 0.17% 157
2018
Q1 		$5.38M Buy
208,281
+80,139
+63% +$1.99M 0.14% 207
2017
Q4 		$3.09M Hold
128,142
– – 0.08% 304
2017
Q3 		$3.09M Sell
128,142
-12,655
-9% -$287K 0.08% 307
2017
Q2 		$3.22M Buy
140,797
+4,947
+4% +$111K 0.09% 295
2017
Q1 		$2.98M Buy
+135,850
New +$2.76M 0.12% 191

Other funds holding ISTR

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi RMB Capital's ISTR Position: Q1 2020 in Review

Curi RMB Capital sold out of Investar Holding Corp (ISTR) in Q1 2020, closing a stake of 179,407 shares — an estimated $4.31M sold.

Curi RMB Capital first reported a position in ISTR in Q1 2017 and held it in 12 quarters. The position peaked at $7.31M in Q2 2018. 63 funds tracked by Wall St. Rank hold ISTR as of Q1 2020.

  • Curi RMB Capital reported no remaining Investar Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Curi RMB Capital sold 179,407 Investar Holding Corp shares in Q1 2020, an estimated $4.31M.
  • Curi RMB Capital first reported a position in Investar Holding Corp in Q1 2017 and held it in 12 quarters.
  • Curi RMB Capital's Investar Holding Corp position peaked at $7.31M in Q2 2018.
  • 63 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2020.

Based on Curi RMB Capital's 13F filing for Q1 2020, filed 11 May 2020.