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MUFG Americas’s Investar Holding Corp ISTR Stock Holding History

MUFG Americas’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
-49
Closed -$1K – 1181
2017
Q2 		$1K Sell
49
-86
-64% -$1.93K ﹤0.01% 1114
2017
Q1 		$3K Hold
135
– – ﹤0.01% 999
2016
Q4 		$3K Sell
135
-145
-52% -$2.48K ﹤0.01% 977
2016
Q3 		$4K Sell
280
-140
-33% -$2.16K ﹤0.01% 1002
2016
Q2 		$6K Buy
+420
New +$6.45K ﹤0.01% 968

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

MUFG Americas's ISTR Position: Q3 2017 in Review

MUFG Americas sold out of Investar Holding Corp (ISTR) in Q3 2017, closing a stake of 49 shares — an estimated $1K sold.

MUFG Americas first reported a position in ISTR in Q2 2016 and held it in 5 quarters. The position peaked at $6K in Q2 2016. 58 funds tracked by Wall St. Rank hold ISTR as of Q3 2017.

  • MUFG Americas reported no remaining Investar Holding Corp position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 49 Investar Holding Corp shares in Q3 2017, an estimated $1K.
  • MUFG Americas first reported a position in Investar Holding Corp in Q2 2016 and held it in 5 quarters.
  • MUFG Americas's Investar Holding Corp position peaked at $6K in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.