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

Bowling Portfolio 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
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

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