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Ground Swell Capital’s Investar Holding Corp ISTR Stock Holding History

Ground Swell 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
2014
Q3 		$2K Buy
+154
New +$2.15K ﹤0.01% 1905

Other funds holding ISTR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Ground Swell Capital's ISTR Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Investar Holding Corp (ISTR) in Q3 2014: 154 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1905 among its holdings.

20 funds tracked by Wall St. Rank hold ISTR as of Q3 2014.

  • Ground Swell Capital held 154 shares of Investar Holding Corp worth $2K as of Q3 2014.
  • Investar Holding Corp was a new Ground Swell Capital position in Q3 2014.
  • Investar Holding Corp made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1905 holding.
  • 20 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.