Enterprise Financial Services Corp (EFSC)’s SM Energy SM Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-59	Closed	-$1K	–	1186
2019 Q2	$1K	Hold	59	–	–	﹤0.01%	1137
2019 Q1	$1K	Buy	+59	New	+$1.05K	﹤0.01%	1136
2018 Q4	–	Sell	-341	Closed	-$11K	–	1058
2018 Q3	$11K	Buy	341 +140	+70%	+$4.02K	0.01%	570
2018 Q2	$5K	Buy	+201	New	+$4.7K	﹤0.01%	736
2017 Q2	–	Sell	-79	Closed	-$2K	–	1035
2017 Q1	$2K	Hold	79	–	–	﹤0.01%	960
2016 Q4	$3K	Hold	79	–	–	﹤0.01%	863
2016 Q3	$3K	Hold	79	–	–	﹤0.01%	827
2016 Q2	$2K	Hold	79	–	–	﹤0.01%	864
2016 Q1	$1K	Buy	+79	New	+$1.09K	﹤0.01%	995
2015 Q4	–	Sell	-66	Closed	-$2K	–	1149
2015 Q3	$2K	Buy	+66	New	+$2.39K	﹤0.01%	920

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

OAMA

Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SM Position: Q3 2019 in Review

Enterprise Financial Services Corp (EFSC) sold out of SM Energy (SM) in Q3 2019, closing a stake of 59 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SM in Q3 2015 and held it in 10 quarters. The position peaked at $11K in Q3 2018. 214 funds tracked by Wall St. Rank hold SM as of Q3 2019.

Enterprise Financial Services Corp (EFSC) reported no remaining SM Energy position as of Q3 2019 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 59 SM Energy shares in Q3 2019, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in SM Energy in Q3 2015 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s SM Energy position peaked at $11K in Q3 2018.
214 funds tracked by Wall St. Rank held SM Energy as of Q3 2019.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2019, filed 31 Oct 2019.