EFSCE
HTO

Enterprise Financial Services Corp (EFSC)’s H2O America HTO Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15
Closed -$1K – 1406
2020
Q4 		$1K Buy
+15
New +$975 ﹤0.01% 1248
2014
Q2 		– Sell
-36
Closed -$1K – 1320
2014
Q1 		$1K Buy
+36
New +$1.04K ﹤0.01% 1210

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s HTO Position: Q1 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of H2O America (HTO) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HTO in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 159 funds tracked by Wall St. Rank hold HTO as of Q1 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining H2O America position as of Q1 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 15 H2O America shares in Q1 2021, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in H2O America in Q1 2014 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s H2O America position peaked at $1K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held H2O America as of Q1 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2021, filed 13 May 2021.