EFSCE
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Enterprise Financial Services Corp (EFSC)’s Unitil UTL Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-237
Closed -$11K – 1097
2016
Q4 		$11K Hold
237
– – 0.01% 586
2016
Q3 		$9K Hold
237
– – 0.01% 606
2016
Q2 		$10K Hold
237
– – 0.01% 553
2016
Q1 		$10K Buy
+237
New +$9.25K 0.01% 544
2014
Q3 		– Sell
-43
Closed -$1K – 1283
2014
Q2 		$1K Buy
+43
New +$1.43K ﹤0.01% 1193

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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UTL Position: Q1 2017 in Review

Enterprise Financial Services Corp (EFSC) sold out of Unitil (UTL) in Q1 2017, closing a stake of 237 shares — an estimated $11K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UTL in Q2 2014 and held it in 5 quarters. The position peaked at $11K in Q4 2016. 125 funds tracked by Wall St. Rank hold UTL as of Q1 2017.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Unitil position as of Q1 2017 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 237 Unitil shares in Q1 2017, an estimated $11K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Unitil in Q2 2014 and held it in 5 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Unitil position peaked at $11K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held Unitil as of Q1 2017.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2017, filed 27 Apr 2017.