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Enterprise Financial Services Corp (EFSC)’s TransAlta TAC Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-450
Closed -$2K – 1128
2015
Q4 		$2K Buy
+450
New +$1.94K ﹤0.01% 947
2013
Q3 		– Sell
-394
Closed -$5K – 1273
2013
Q2 		$5K Buy
+394
New +$5.56K ﹤0.01% 647

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s TAC Position: Q1 2016 in Review

Enterprise Financial Services Corp (EFSC) sold out of TransAlta (TAC) in Q1 2016, closing a stake of 450 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in TAC in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q2 2013. 85 funds tracked by Wall St. Rank hold TAC as of Q1 2016.

  • Enterprise Financial Services Corp (EFSC) reported no remaining TransAlta position as of Q1 2016 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 450 TransAlta shares in Q1 2016, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in TransAlta in Q2 2013 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s TransAlta position peaked at $5K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held TransAlta as of Q1 2016.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2016, filed 29 Apr 2016.