Enterprise Financial Services Corp (EFSC)’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-200	Closed	-$2.03K	–	1363
2019 Q4	$2K	Hold	200	–	–	﹤0.01%	1028
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	1020
2019 Q2	$2K	Hold	200	–	–	﹤0.01%	1065
2019 Q1	$3K	Buy	+200	New	+$2.11K	﹤0.01%	1005

Other funds holding WHLRP

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WHLRP Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2020, closing a stake of 200 shares — an estimated $2.03K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WHLRP in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 15 funds tracked by Wall St. Rank hold WHLRP as of Q1 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 200 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2020, an estimated $2.03K.
Enterprise Financial Services Corp (EFSC) first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2019 and held it in 4 quarters.
Enterprise Financial Services Corp (EFSC)'s Wheeler Real Estate Investment Trust Preferred Stock position peaked at $3K in Q1 2019.
15 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.