Enterprise Financial Services Corp (EFSC)’s Fortis FTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-368	Closed	-$16K	–	695
2021 Q2	$16K	Hold	368	–	–	﹤0.01%	630
2021 Q1	$16K	Buy	368 +87	+31%	+$3.56K	﹤0.01%	644
2020 Q4	$11K	Hold	281	–	–	﹤0.01%	694
2020 Q3	$11K	Hold	281	–	–	﹤0.01%	671
2020 Q2	$11K	Hold	281	–	–	﹤0.01%	676
2020 Q1	$11K	Sell	281 -165	-37%	-$6.76K	﹤0.01%	620
2019 Q4	$19K	Buy	446 +31	+7%	+$1.27K	﹤0.01%	586
2019 Q3	$18K	Hold	415	–	–	﹤0.01%	584
2019 Q2	$16K	Buy	415 +22	+6%	+$832	﹤0.01%	630
2019 Q1	$15K	Buy	393 +227	+137%	+$8.06K	﹤0.01%	638
2018 Q4	$6K	Sell	166 -115	-41%	-$3.87K	﹤0.01%	618
2018 Q3	$9K	Buy	281 +169	+151%	+$5.5K	﹤0.01%	612
2018 Q2	$4K	Buy	+112	New	+$3.65K	﹤0.01%	763

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s FTS Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Fortis (FTS) in Q3 2021, closing a stake of 368 shares — an estimated $16K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FTS in Q2 2018 and held it in 13 quarters. The position peaked at $19K in Q4 2019. 255 funds tracked by Wall St. Rank hold FTS as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Fortis position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 368 Fortis shares in Q3 2021, an estimated $16K.
Enterprise Financial Services Corp (EFSC) first reported a position in Fortis in Q2 2018 and held it in 13 quarters.
Enterprise Financial Services Corp (EFSC)'s Fortis position peaked at $19K in Q4 2019.
255 funds tracked by Wall St. Rank held Fortis as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.