DADC
ISTR icon

D.A. Davidson & Co’s Investar Holding Corp ISTR Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-442
Closed -$10K – 1537
2017
Q2 		$10K Sell
442
-6
-1% -$135 ﹤0.01% 2041
2017
Q1 		$9K Buy
+448
New +$9.1K ﹤0.01% 2058

Other funds holding ISTR

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

D.A. Davidson & Co's ISTR Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Investar Holding Corp (ISTR) in Q3 2017, closing a stake of 442 shares — an estimated $10K sold.

D.A. Davidson & Co first reported a position in ISTR in Q1 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2017. 58 funds tracked by Wall St. Rank hold ISTR as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Investar Holding Corp position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 442 Investar Holding Corp shares in Q3 2017, an estimated $10K.
  • D.A. Davidson & Co first reported a position in Investar Holding Corp in Q1 2017 and held it in 2 quarters.
  • D.A. Davidson & Co's Investar Holding Corp position peaked at $10K in Q2 2017.
  • 58 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.