EFSCE
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Enterprise Financial Services Corp (EFSC)’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,309
Closed -$387K – 293
2022
Q1 		$387K Buy
8,309
+192
+2% +$8.94K 0.06% 196
2021
Q4 		$386K Buy
+8,117
New +$381K 0.06% 209

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IFA
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FFM
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MWM
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SC
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Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JTWM
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FPAS
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Enterprise Financial Services Corp (EFSC)'s DFAT Position: Q2 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2022, closing a stake of 8,309 shares — an estimated $387K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DFAT in Q4 2021 and held it in 2 quarters. The position peaked at $387K in Q1 2022. 400 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 8,309 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2022, an estimated $387K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2021 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s U.S. Targeted Value Portfolio ETF Class Shares position peaked at $387K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2022, filed 9 Aug 2022.