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Enterprise Financial Services Corp (EFSC)’s United Bankshares UBSI Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-51
Closed -$2K – 951
2017
Q2 		$2K Buy
+51
New +$2.02K ﹤0.01% 852

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UBSI Position: Q3 2017 in Review

Enterprise Financial Services Corp (EFSC) sold out of United Bankshares (UBSI) in Q3 2017, closing a stake of 51 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UBSI in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 231 funds tracked by Wall St. Rank hold UBSI as of Q3 2017.

  • Enterprise Financial Services Corp (EFSC) reported no remaining United Bankshares position as of Q3 2017 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 51 United Bankshares shares in Q3 2017, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in United Bankshares in Q2 2017 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s United Bankshares position peaked at $2K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held United Bankshares as of Q3 2017.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2017, filed 27 Oct 2017.