EFSCE
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Enterprise Financial Services Corp (EFSC)’s PLDT PHI Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-696
Closed -$18K – 984
2021
Q2 		$18K Buy
696
+72
+12% +$1.91K ﹤0.01% 610
2021
Q1 		$17K Buy
624
+155
+33% +$4.34K ﹤0.01% 633
2020
Q4 		$13K Sell
469
-28
-6% -$779 ﹤0.01% 668
2020
Q3 		$13K Buy
497
+27
+6% +$752 ﹤0.01% 641
2020
Q2 		$11K Buy
470
+121
+35% +$2.87K ﹤0.01% 684
2020
Q1 		$7K Buy
349
+155
+80% +$3.07K ﹤0.01% 725
2019
Q4 		$4K Sell
194
-27
-12% -$565 ﹤0.01% 902
2019
Q3 		$5K Sell
221
-326
-60% -$7.29K ﹤0.01% 857
2019
Q2 		$14K Buy
547
+149
+37% +$3.54K ﹤0.01% 672
2019
Q1 		$9K Buy
398
+269
+209% +$6.05K ﹤0.01% 767
2018
Q4 		$3K Buy
129
+12
+10% +$283 ﹤0.01% 777
2018
Q3 		$3K Sell
117
-185
-61% -$4.73K ﹤0.01% 850
2018
Q2 		$7K Buy
+302
New +$7.82K ﹤0.01% 661
2016
Q2 		– Sell
-37
Closed -$2K – 1036
2016
Q1 		$2K Sell
37
-135
-78% -$5.74K ﹤0.01% 882
2015
Q4 		$7K Hold
172
– – ﹤0.01% 650
2015
Q3 		$8K Buy
172
+8
+5% +$454 0.01% 603
2015
Q2 		$10K Sell
164
-89
-35% -$5.68K 0.01% 568
2015
Q1 		$16K Buy
253
+18
+8% +$1.21K 0.01% 479
2014
Q4 		$15K Sell
235
-12
-5% -$795 0.01% 506
2014
Q3 		$17K Sell
247
-50
-17% -$3.61K 0.01% 478
2014
Q2 		$20K Sell
297
-10
-3% -$649 0.01% 451
2014
Q1 		$19K Buy
307
+60
+24% +$3.6K 0.01% 451
2013
Q4 		$15K Sell
247
-50
-17% -$3.19K 0.01% 473
2013
Q3 		$20K Sell
297
-141
-32% -$9.52K 0.01% 391
2013
Q2 		$30K Buy
+438
New +$31.2K 0.02% 268

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 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 PHI Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of PLDT (PHI) in Q3 2021, closing a stake of 696 shares — an estimated $18K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in PHI in Q2 2013 and held it in 25 quarters. The position peaked at $30K in Q2 2013. 70 funds tracked by Wall St. Rank hold PHI as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining PLDT position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 696 PLDT shares in Q3 2021, an estimated $18K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in PLDT in Q2 2013 and held it in 25 quarters.
  • Enterprise Financial Services Corp (EFSC)'s PLDT position peaked at $30K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held PLDT as of Q3 2021.

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