EFSCE
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Enterprise Financial Services Corp (EFSC)’s Strategy Inc MSTR Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-230
Closed -$3K – 1306
2014
Q1 		$3K Hold
230
– – ﹤0.01% 947
2013
Q4 		$3K Hold
230
– – ﹤0.01% 909
2013
Q3 		$2K Buy
+230
New +$2.24K ﹤0.01% 1007

Other funds holding MSTR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s MSTR Position: Q2 2014 in Review

Enterprise Financial Services Corp (EFSC) sold out of Strategy Inc (MSTR) in Q2 2014, closing a stake of 230 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MSTR in Q3 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 151 funds tracked by Wall St. Rank hold MSTR as of Q2 2014.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Strategy Inc position as of Q2 2014 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 230 Strategy Inc shares in Q2 2014, an estimated $3K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Strategy Inc in Q3 2013 and held it in 3 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Strategy Inc position peaked at $3K in Q1 2014.
  • 151 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2014.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2014, filed 24 Jul 2014.