EFSCE
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Enterprise Financial Services Corp (EFSC)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,500
Closed -$208K – 1306
2020
Q3 		$208K Buy
+2,500
New +$208K 0.04% 205
2018
Q1 		– Sell
-99
Closed -$8K – 941
2017
Q4 		$8K Hold
99
– – ﹤0.01% 615
2017
Q3 		$8K Sell
99
-286
-74% -$22.9K ﹤0.01% 614
2017
Q2 		$31K Sell
385
-215
-36% -$17.2K 0.02% 363
2017
Q1 		$48K Buy
600
+210
+54% +$16.7K 0.02% 288
2016
Q4 		$31K Hold
390
– – 0.02% 348
2016
Q3 		$32K Sell
390
-130
-25% -$10.5K 0.02% 322
2016
Q2 		$42K Sell
520
-64
-11% -$5.16K 0.02% 275
2016
Q1 		$47K Sell
584
-187
-24% -$15K 0.03% 257
2015
Q4 		$61K Sell
771
-111
-13% -$8.88K 0.04% 215
2015
Q3 		$71K Hold
882
– – 0.05% 195
2015
Q2 		$71K Sell
882
-63
-7% -$5.06K 0.04% 205
2015
Q1 		$76K Sell
945
-188
-17% -$15.1K 0.04% 205
2014
Q4 		$91K Buy
1,133
+578
+104% +$46.4K 0.06% 183
2014
Q3 		$44K Hold
555
– – 0.03% 282
2014
Q2 		$45K Hold
555
– – 0.03% 287
2014
Q1 		$44K Sell
555
-875
-61% -$70.2K 0.03% 271
2013
Q4 		$114K Sell
1,430
-250
-15% -$20.1K 0.07% 159
2013
Q3 		$135K Buy
1,680
+125
+8% +$10K 0.09% 141
2013
Q2 		$125K Buy
+1,555
New +$126K 0.09% 137

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BSV Position: Q4 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 2,500 shares — an estimated $208K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BSV in Q2 2013 and held it in 20 quarters. The position peaked at $208K in Q3 2020. 995 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2,500 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $208K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 20 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Vanguard Short-Term Bond ETF position peaked at $208K in Q3 2020.
  • 995 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2020, filed 12 Feb 2021.