EFSCE
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Enterprise Financial Services Corp (EFSC)’s Independent Bank Corp IBCP Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,460
Closed -$58K – 1351
2021
Q1 		$58K Hold
2,460
– – 0.01% 378
2020
Q4 		$45K Hold
2,460
– – 0.01% 401
2020
Q3 		$31K Hold
2,460
– – 0.01% 470
2020
Q2 		$37K Buy
+2,460
New +$34K 0.01% 428

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IBCP Position: Q2 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Independent Bank Corp (IBCP) in Q2 2021, closing a stake of 2,460 shares — an estimated $58K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IBCP in Q2 2020 and held it in 4 quarters. The position peaked at $58K in Q1 2021. 133 funds tracked by Wall St. Rank hold IBCP as of Q2 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Independent Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2,460 Independent Bank Corp shares in Q2 2021, an estimated $58K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Independent Bank Corp in Q2 2020 and held it in 4 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Independent Bank Corp position peaked at $58K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2021, filed 16 Aug 2021.