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Summit Financial Wealth Advisors’s Investar Holding Corp ISTR Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-100
Closed -$1K – 163
2015
Q3 		$1K Hold
100
– – ﹤0.01% 216
2015
Q2 		$1K Hold
100
– – ﹤0.01% 266
2015
Q1 		$2K Hold
100
– – ﹤0.01% 225
2014
Q4 		$1K Buy
+100
New +$1.36K ﹤0.01% 237

Other funds holding ISTR

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Summit Financial Wealth Advisors's ISTR Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Investar Holding Corp (ISTR) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Summit Financial Wealth Advisors first reported a position in ISTR in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q1 2015. 26 funds tracked by Wall St. Rank hold ISTR as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Investar Holding Corp position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 100 Investar Holding Corp shares in Q4 2015, an estimated $1K.
  • Summit Financial Wealth Advisors first reported a position in Investar Holding Corp in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Investar Holding Corp position peaked at $2K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.