EFSCE
SFG

Enterprise Financial Services Corp (EFSC)’s STANCORP FINL GRP SFG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SFG Stock Details SFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-52
Closed -$3K – 1297
2015
Q1 		$3K Hold
52
– – ﹤0.01% 965
2014
Q4 		$4K Hold
52
– – ﹤0.01% 897
2014
Q3 		$3K Hold
52
– – ﹤0.01% 966
2014
Q2 		$3K Hold
52
– – ﹤0.01% 1005
2014
Q1 		$3K Buy
52
+13
+33% +$858 ﹤0.01% 1007
2013
Q4 		$3K Hold
39
– – ﹤0.01% 960
2013
Q3 		$2K Buy
39
+16
+70% +$857 ﹤0.01% 1061
2013
Q2 		$1K Buy
+23
New +$1.02K ﹤0.01% 1070

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SFG Position: Q2 2015 in Review

Enterprise Financial Services Corp (EFSC) sold out of STANCORP FINL GRP (SFG) in Q2 2015, closing a stake of 52 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SFG in Q2 2013 and held it in 8 quarters. The position peaked at $4K in Q4 2014. 191 funds tracked by Wall St. Rank hold SFG as of Q2 2015.

  • Enterprise Financial Services Corp (EFSC) reported no remaining STANCORP FINL GRP position as of Q2 2015 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 52 STANCORP FINL GRP shares in Q2 2015, an estimated $3K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 8 quarters.
  • Enterprise Financial Services Corp (EFSC)'s STANCORP FINL GRP position peaked at $4K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2015.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2015, filed 27 Jul 2015.