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Advisory Research’s Enterprise Financial Services Corp EFSC Stock Holding History

Advisory Research’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
Q3 		– Sell
-19,536
Closed -$813K – 324
2019
Q2 		$813K Sell
19,536
-9,046
-32% -$378K 0.02% 266
2019
Q1 		$1.17M Buy
28,582
+7,769
+37% +$334K 0.02% 232
2018
Q4 		$783K Buy
+20,813
New +$926K 0.02% 258

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $552B AUM 44.19% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Advisory Research's EFSC Position: Q3 2019 in Review

Advisory Research sold out of Enterprise Financial Services Corp (EFSC) in Q3 2019, closing a stake of 19,536 shares — an estimated $813K sold.

Advisory Research first reported a position in EFSC in Q4 2018 and held it in 3 quarters. The position peaked at $1.17M in Q1 2019. 155 funds tracked by Wall St. Rank hold EFSC as of Q3 2019.

  • Advisory Research reported no remaining Enterprise Financial Services Corp position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 19,536 Enterprise Financial Services Corp shares in Q3 2019, an estimated $813K.
  • Advisory Research first reported a position in Enterprise Financial Services Corp in Q4 2018 and held it in 3 quarters.
  • Advisory Research's Enterprise Financial Services Corp position peaked at $1.17M in Q1 2019.
  • 155 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.