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Beese Fulmer Investment Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Beese Fulmer Investment Management’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
2017
Q1 		– Sell
-5,260
Closed -$226K – 179
2016
Q4 		$226K Buy
+5,260
New +$193K 0.06% 157

Other funds holding EFSC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's EFSC Position: Q1 2017 in Review

Beese Fulmer Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2017, closing a stake of 5,260 shares — an estimated $226K sold.

Beese Fulmer Investment Management first reported a position in EFSC in Q4 2016 and held it in 1 quarter. The position peaked at $226K in Q4 2016. 158 funds tracked by Wall St. Rank hold EFSC as of Q1 2017.

  • Beese Fulmer Investment Management reported no remaining Enterprise Financial Services Corp position as of Q1 2017 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,260 Enterprise Financial Services Corp shares in Q1 2017, an estimated $226K.
  • Beese Fulmer Investment Management first reported a position in Enterprise Financial Services Corp in Q4 2016 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Enterprise Financial Services Corp position peaked at $226K in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2017.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2017, filed 18 Apr 2017.