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EFSC icon

D.A. Davidson & Co’s Enterprise Financial Services Corp EFSC Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-224
Closed -$9K – 1318
2017
Q2 		$9K Sell
224
-3
-1% -$125 ﹤0.01% 2062
2017
Q1 		$9K Buy
+227
New +$9.63K ﹤0.01% 2050

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

D.A. Davidson & Co's EFSC Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Enterprise Financial Services Corp (EFSC) in Q3 2017, closing a stake of 224 shares — an estimated $9K sold.

D.A. Davidson & Co first reported a position in EFSC in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 150 funds tracked by Wall St. Rank hold EFSC as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Enterprise Financial Services Corp position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 224 Enterprise Financial Services Corp shares in Q3 2017, an estimated $9K.
  • D.A. Davidson & Co first reported a position in Enterprise Financial Services Corp in Q1 2017 and held it in 2 quarters.
  • D.A. Davidson & Co's Enterprise Financial Services Corp position peaked at $9K in Q2 2017.
  • 150 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.