HCM
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Hilton Capital Management’s Investar Holding Corp ISTR Stock Holding History

Hilton Capital Management’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
2018
Q3 		– Sell
-968
Closed -$27K – 371
2018
Q2 		$27K Buy
+968
New +$26K ﹤0.01% 250

Other funds holding ISTR

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BFC
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BlackRock
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FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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

Hilton Capital Management's ISTR Position: Q3 2018 in Review

Hilton Capital Management sold out of Investar Holding Corp (ISTR) in Q3 2018, closing a stake of 968 shares — an estimated $27K sold.

Hilton Capital Management first reported a position in ISTR in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 58 funds tracked by Wall St. Rank hold ISTR as of Q3 2018.

  • Hilton Capital Management reported no remaining Investar Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Hilton Capital Management sold 968 Investar Holding Corp shares in Q3 2018, an estimated $27K.
  • Hilton Capital Management first reported a position in Investar Holding Corp in Q2 2018 and held it in 1 quarter.
  • Hilton Capital Management's Investar Holding Corp position peaked at $27K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2018.

Based on Hilton Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.