EFSCE
SE

Enterprise Financial Services Corp (EFSC)’s Spectra Energy Corp Wi SE Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,839
Closed -$117K – 1126
2016
Q4 		$117K Sell
2,839
-405
-12% -$16.8K 0.06% 180
2016
Q3 		$139K Buy
3,244
+543
+20% +$20.7K 0.08% 163
2016
Q2 		$99K Hold
2,701
– – 0.06% 180
2016
Q1 		$83K Buy
2,701
+460
+21% +$13K 0.05% 193
2015
Q4 		$54K Buy
2,241
+462
+26% +$12.3K 0.03% 232
2015
Q3 		$47K Buy
1,779
+289
+19% +$8.41K 0.03% 248
2015
Q2 		$49K Sell
1,490
-419
-22% -$14.9K 0.03% 250
2015
Q1 		$69K Sell
1,909
-578
-23% -$20.2K 0.04% 215
2014
Q4 		$90K Sell
2,487
-132
-5% -$4.97K 0.05% 185
2014
Q3 		$103K Sell
2,619
-63
-2% -$2.59K 0.07% 169
2014
Q2 		$114K Buy
2,682
+641
+31% +$25.7K 0.07% 161
2014
Q1 		$76K Buy
2,041
+604
+42% +$21.9K 0.05% 196
2013
Q4 		$51K Hold
1,437
– – 0.03% 244
2013
Q3 		$49K Buy
1,437
+24
+2% +$829 0.03% 238
2013
Q2 		$49K Buy
+1,413
New +$44.5K 0.03% 208

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JC
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BFG
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LAM
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FNB
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KB
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
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JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return