EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-112
Closed -$14K – 933
2017
Q2 		$14K Hold
112
– – 0.01% 527
2017
Q1 		$14K Buy
+112
New +$13.7K 0.01% 548

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FIM
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EFS
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Fidelity International
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CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IEI Position: Q3 2017 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2017, closing a stake of 112 shares — an estimated $14K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IEI in Q1 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2017. 275 funds tracked by Wall St. Rank hold IEI as of Q3 2017.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 112 iShares 3-7 Year Treasury Bond ETF shares in Q3 2017, an estimated $14K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2017.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2017, filed 27 Oct 2017.