Enterprise Financial Services Corp (EFSC)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,358	Closed	-$366K	–	1172
2019 Q1	$366K	Buy	+4,358	New	+$359K	0.08%	157
2017 Q3	–	Sell	-438	Closed	-$37K	–	921
2017 Q2	$37K	Hold	438	–	–	0.02%	326
2017 Q1	$37K	Buy	+438	New	+$36.5K	0.02%	330

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BIV Position: Q2 2019 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 4,358 shares — an estimated $366K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BIV in Q1 2017 and held it in 3 quarters. The position peaked at $366K in Q1 2019. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 4,358 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $366K.
Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 3 quarters.
Enterprise Financial Services Corp (EFSC)'s Vanguard Intermediate-Term Bond ETF position peaked at $366K in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2019, filed 30 Jul 2019.