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UBS’s Investar Holding Corp ISTR Stock Holding History

UBS’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 		$21K Buy
+1,564
New +$21.8K ﹤0.01% 7956

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

UBS's ISTR Position: Q3 2014 in Review

UBS opened a new position in Investar Holding Corp (ISTR) in Q3 2014: 1,564 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #7956 among its holdings.

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

  • UBS held 1,564 shares of Investar Holding Corp worth $21K as of Q3 2014.
  • Investar Holding Corp was a new UBS position in Q3 2014.
  • Investar Holding Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7956 holding.
  • 20 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.