Bowling Portfolio Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-19,473
Closed -$794K 340
2019
Q3
$794K Sell
19,473
-1,196
-6% -$48.2K 0.13% 237
2019
Q2
$860K Buy
20,669
+5
+0% +$209 0.14% 231
2019
Q1
$842K Sell
20,664
-44
-0.2% -$1.89K 0.13% 242
2018
Q4
$779K Buy
+20,708
New +$922K 0.14% 233
2017
Q4
Sell
-25,301
Closed -$1.07M 365
2017
Q3
$1.07M Sell
25,301
-7,677
-23% -$304K 0.16% 212
2017
Q2
$1.35M Buy
32,978
+14,152
+75% +$589K 0.2% 158
2017
Q1
$798K Buy
18,826
+933
+5% +$39.6K 0.13% 183
2016
Q4
$769K Sell
17,893
-1,388
-7% -$50.8K 0.11% 149
2016
Q3
$603K Buy
+19,281
New +$571K 0.08% 183

Other funds holding EFSC

Bowling Portfolio Management's EFSC Position: Q4 2019 in Review

Bowling Portfolio Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2019, closing a stake of 19,473 shares — an estimated $794K sold.

Bowling Portfolio Management first reported a position in EFSC in Q3 2016 and held it in 9 quarters. The position peaked at $1.35M in Q2 2017. 163 funds tracked by Wall St. Rank hold EFSC as of Q4 2019.

  • Bowling Portfolio Management reported no remaining Enterprise Financial Services Corp position as of Q4 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 19,473 Enterprise Financial Services Corp shares in Q4 2019, an estimated $794K.
  • Bowling Portfolio Management first reported a position in Enterprise Financial Services Corp in Q3 2016 and held it in 9 quarters.
  • Bowling Portfolio Management's Enterprise Financial Services Corp position peaked at $1.35M in Q2 2017.
  • 163 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2019.

Based on Bowling Portfolio Management's 13F filing for Q4 2019, filed 17 Jan 2020.