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

Cetera 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
2021
Q1 		– Sell
-10,000
Closed -$350K – 1223
2020
Q4 		$350K Buy
+10,000
New +$327K 0.01% 769

Other funds holding EFSC

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
WFC
Western Financial Corp San Diego, California $255M AUM 78.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cetera Advisors's EFSC Position: Q1 2021 in Review

Cetera Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q1 2021, closing a stake of 10,000 shares — an estimated $350K sold.

Cetera Advisors first reported a position in EFSC in Q4 2020 and held it in 1 quarter. The position peaked at $350K in Q4 2020. 169 funds tracked by Wall St. Rank hold EFSC as of Q1 2021.

  • Cetera Advisors reported no remaining Enterprise Financial Services Corp position as of Q1 2021 after selling out during the quarter.
  • Cetera Advisors sold 10,000 Enterprise Financial Services Corp shares in Q1 2021, an estimated $350K.
  • Cetera Advisors first reported a position in Enterprise Financial Services Corp in Q4 2020 and held it in 1 quarter.
  • Cetera Advisors's Enterprise Financial Services Corp position peaked at $350K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2021.

Based on Cetera Advisors's 13F filing for Q1 2021, filed 17 May 2021.