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Advisor Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Advisor Group’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$85K Buy
1,754
+321
+22% +$14.3K ﹤0.01% 3050
2019
Q3 		$58K Sell
1,433
-79
-5% -$3.18K ﹤0.01% 3270
2019
Q2 		$62K Buy
1,512
+800
+112% +$33.5K ﹤0.01% 3215
2019
Q1 		$29K Buy
712
+42
+6% +$1.81K ﹤0.01% 3747
2018
Q4 		$25K Sell
670
-523
-44% -$23.3K ﹤0.01% 3654
2018
Q3 		$63K Buy
1,193
+719
+152% +$40K ﹤0.01% 3107
2018
Q2 		$26K Sell
474
-124
-21% -$6.49K ﹤0.01% 3541
2018
Q1 		$28K Sell
598
-122
-17% -$5.83K ﹤0.01% 3478
2017
Q4 		$33K Buy
720
+405
+129% +$17.7K ﹤0.01% 3371
2017
Q3 		$13K Hold
315
– – ﹤0.01% 3813
2017
Q2 		$13K Buy
315
+2
+0.6% +$83 ﹤0.01% 3785
2017
Q1 		$13K Hold
313
– – ﹤0.01% 3619
2016
Q4 		$13K Sell
313
-151
-33% -$5.53K ﹤0.01% 3484
2016
Q3 		$14K Sell
464
-55
-11% -$1.63K ﹤0.01% 3356
2016
Q2 		$14K Buy
+519
New +$14.1K ﹤0.01% 3289

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Group's EFSC Position: Q4 2019 in Review

Advisor Group increased its Enterprise Financial Services Corp (EFSC) stake by 22% in Q4 2019, buying an estimated $14.3K and bringing the position to 1,754 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Advisor Group first reported a position in EFSC in Q2 2016 and has held it in 15 quarters since. 163 funds tracked by Wall St. Rank hold EFSC as of Q4 2019.

  • Advisor Group held 1,754 shares of Enterprise Financial Services Corp worth $85K as of Q4 2019.
  • Advisor Group bought 321 Enterprise Financial Services Corp shares in Q4 2019, an estimated $14.3K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3050 holding.
  • Advisor Group first reported a position in Enterprise Financial Services Corp in Q2 2016 and has held it in 15 quarters since.
  • 163 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.