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Brinker Capital Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Brinker Capital Investments’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
2015
Q3 		– Sell
-3,995
Closed -$91K – 469
2015
Q2 		$91K Hold
3,995
– – ﹤0.01% 303
2015
Q1 		$83K Hold
3,995
– – ﹤0.01% 296
2014
Q4 		$79K Hold
3,995
– – ﹤0.01% 293
2014
Q3 		$67K Buy
3,995
+2,000
+100% +$35.1K ﹤0.01% 268
2014
Q2 		$36K Hold
1,995
– – ﹤0.01% 296
2014
Q1 		$40K Hold
1,995
– – ﹤0.01% 297
2013
Q4 		$41K Hold
1,995
– – ﹤0.01% 288
2013
Q3 		$34K Hold
1,995
– – ﹤0.01% 292
2013
Q2 		$32K Buy
+1,995
New +$29.7K ﹤0.01% 292

Other funds holding EFSC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Brinker Capital Investments's EFSC Position: Q3 2015 in Review

Brinker Capital Investments sold out of Enterprise Financial Services Corp (EFSC) in Q3 2015, closing a stake of 3,995 shares — an estimated $91K sold.

Brinker Capital Investments first reported a position in EFSC in Q2 2013 and held it in 9 quarters. The position peaked at $91K in Q2 2015. 111 funds tracked by Wall St. Rank hold EFSC as of Q3 2015.

  • Brinker Capital Investments reported no remaining Enterprise Financial Services Corp position as of Q3 2015 after selling out during the quarter.
  • Brinker Capital Investments sold 3,995 Enterprise Financial Services Corp shares in Q3 2015, an estimated $91K.
  • Brinker Capital Investments first reported a position in Enterprise Financial Services Corp in Q2 2013 and held it in 9 quarters.
  • Brinker Capital Investments's Enterprise Financial Services Corp position peaked at $91K in Q2 2015.
  • 111 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2015.

Based on Brinker Capital Investments's 13F filing for Q3 2015, filed 12 Nov 2015.