EFSCE
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Enterprise Financial Services Corp (EFSC)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-282
Closed -$23K – 1320
2014
Q4 		$23K Buy
+282
New +$21.9K 0.01% 401

Other funds holding RSP

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s RSP Position: Q1 2015 in Review

Enterprise Financial Services Corp (EFSC) sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2015, closing a stake of 282 shares — an estimated $23K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in RSP in Q4 2014 and held it in 1 quarter. The position peaked at $23K in Q4 2014. 343 funds tracked by Wall St. Rank hold RSP as of Q1 2015.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2015 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 282 Invesco S&P 500 Equal Weight ETF shares in Q1 2015, an estimated $23K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s Invesco S&P 500 Equal Weight ETF position peaked at $23K in Q4 2014.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2015.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2015, filed 29 Apr 2015.