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Boston Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Boston Advisors’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
2018
Q1 		– Sell
-69,950
Closed -$3.16M – 643
2017
Q4 		$3.16M Sell
69,950
-7,290
-9% -$319K 0.07% 257
2017
Q3 		$3.27M Sell
77,240
-120
-0.2% -$4.75K 0.07% 254
2017
Q2 		$3.16M Sell
77,360
-5,050
-6% -$210K 0.07% 270
2017
Q1 		$3.49M Sell
82,410
-2,930
-3% -$124K 0.08% 259
2016
Q4 		$3.67M Buy
85,340
+26,320
+45% +$964K 0.09% 253
2016
Q3 		$1.84M Buy
+59,020
New +$1.75M 0.05% 291

Other funds holding EFSC

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Boston Advisors's EFSC Position: Q1 2018 in Review

Boston Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q1 2018, closing a stake of 69,950 shares — an estimated $3.16M sold.

Boston Advisors first reported a position in EFSC in Q3 2016 and held it in 6 quarters. The position peaked at $3.67M in Q4 2016. 149 funds tracked by Wall St. Rank hold EFSC as of Q1 2018.

  • Boston Advisors reported no remaining Enterprise Financial Services Corp position as of Q1 2018 after selling out during the quarter.
  • Boston Advisors sold 69,950 Enterprise Financial Services Corp shares in Q1 2018, an estimated $3.16M.
  • Boston Advisors first reported a position in Enterprise Financial Services Corp in Q3 2016 and held it in 6 quarters.
  • Boston Advisors's Enterprise Financial Services Corp position peaked at $3.67M in Q4 2016.
  • 149 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2018.

Based on Boston Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.