Enterprise Financial Services Corp (EFSC)’s Accendra Health ACH Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-64	Closed	-$1K	–	1041
2018 Q3	$1K	Buy	+64	New	+$1.09K	﹤0.01%	996
2018 Q1	–	Sell	-136	Closed	-$3K	–	955
2017 Q4	$3K	Buy	+136	New	+$3.02K	﹤0.01%	768
2017 Q2	–	Sell	-493	Closed	-$17K	–	1017
2017 Q1	$17K	Hold	493	–	–	0.01%	505
2016 Q4	$17K	Hold	493	–	–	0.01%	481
2016 Q3	$17K	Hold	493	–	–	0.01%	452
2016 Q2	$18K	Hold	493	–	–	0.01%	422
2016 Q1	$20K	Hold	493	–	–	0.01%	393
2015 Q4	$18K	Hold	493	–	–	0.01%	422
2015 Q3	$16K	Hold	493	–	–	0.01%	443
2015 Q2	$17K	Hold	493	–	–	0.01%	443
2015 Q1	$17K	Hold	493	–	–	0.01%	461
2014 Q4	$17K	Buy	+493	New	+$16.6K	0.01%	477
2014 Q1	–	Sell	-255	Closed	-$9K	–	1337
2013 Q4	$9K	Hold	255	–	–	0.01%	612
2013 Q3	$9K	Buy	+255	New	+$8.92K	0.01%	590

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ACH Position: Q4 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 64 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ACH in Q3 2013 and held it in 14 quarters. The position peaked at $20K in Q1 2016. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

Enterprise Financial Services Corp (EFSC) reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 64 Accendra Health shares in Q4 2018, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in Accendra Health in Q3 2013 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s Accendra Health position peaked at $20K in Q1 2016.
210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2018, filed 25 Jan 2019.