Enterprise Financial Services Corp (EFSC)’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-403	Closed	-$2K	–	1073
2016 Q4	$2K	Sell	403 -121	-23%	-$668	﹤0.01%	909
2016 Q3	$4K	Buy	524 +501	+2,178%	+$3.63K	﹤0.01%	760
2016 Q2	$0	Hold	23	–	–	﹤0.01%	1007
2016 Q1	$0	Sell	23 -299	-93%	-$2.75K	﹤0.01%	1074
2015 Q4	$3K	Hold	322	–	–	﹤0.01%	825
2015 Q3	$3K	Buy	+322	New	+$3.26K	﹤0.01%	803
2013 Q3	–	Sell	-98	Closed	-$1K	–	1256
2013 Q2	$1K	Buy	+98	New	+$1.17K	﹤0.01%	963

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ERIC Position: Q1 2017 in Review

Enterprise Financial Services Corp (EFSC) sold out of Ericsson (ERIC) in Q1 2017, closing a stake of 403 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ERIC in Q2 2013 and held it in 7 quarters. The position peaked at $4K in Q3 2016. 215 funds tracked by Wall St. Rank hold ERIC as of Q1 2017.

Enterprise Financial Services Corp (EFSC) reported no remaining Ericsson position as of Q1 2017 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 403 Ericsson shares in Q1 2017, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in Ericsson in Q2 2013 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s Ericsson position peaked at $4K in Q3 2016.
215 funds tracked by Wall St. Rank held Ericsson as of Q1 2017.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2017, filed 27 Apr 2017.