EFSCE
AV

Enterprise Financial Services Corp (EFSC)’s Aviva Plc AV Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-592
Closed -$7K – 1128
2016
Q3 		$7K Buy
592
+442
+295% +$4.8K ﹤0.01% 685
2016
Q2 		$2K Sell
150
-212
-59% -$2.63K ﹤0.01% 913
2016
Q1 		$5K Sell
362
-676
-65% -$8.9K ﹤0.01% 729
2015
Q4 		$16K Buy
1,038
+340
+49% +$5.08K 0.01% 464
2015
Q3 		$10K Buy
698
+548
+365% +$8.44K 0.01% 559
2015
Q2 		$2K Hold
150
– – ﹤0.01% 983
2015
Q1 		$2K Hold
150
– – ﹤0.01% 1104
2014
Q4 		$2K Hold
150
– – ﹤0.01% 1118
2014
Q3 		$3K Hold
150
– – ﹤0.01% 982
2014
Q2 		$3K Hold
150
– – ﹤0.01% 1019
2014
Q1 		$2K Hold
150
– – ﹤0.01% 1145
2013
Q4 		$2K Hold
150
– – ﹤0.01% 1071
2013
Q3 		$2K Buy
+150
New +$1.81K ﹤0.01% 1084

Other funds holding AV

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s AV Position: Q4 2016 in Review

Enterprise Financial Services Corp (EFSC) sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 592 shares — an estimated $7K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AV in Q3 2013 and held it in 13 quarters. The position peaked at $16K in Q4 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 592 Aviva Plc shares in Q4 2016, an estimated $7K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Aviva Plc in Q3 2013 and held it in 13 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Aviva Plc position peaked at $16K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2016, filed 26 Jan 2017.