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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-42	Closed	-$1K	–	1220
2015 Q1	$1K	Hold	42	–	–	﹤0.01%	1209
2014 Q4	$1K	Hold	42	–	–	﹤0.01%	1219
2014 Q3	$1K	Hold	42	–	–	﹤0.01%	1191
2014 Q2	$1K	Hold	42	–	–	﹤0.01%	1203
2014 Q1	$1K	Hold	42	–	–	﹤0.01%	1229
2013 Q4	$1K	Hold	42	–	–	﹤0.01%	1151
2013 Q3	$1K	Buy	+42	New	+$841	﹤0.01%	1173

Other funds holding WSFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WSFS Position: Q2 2015 in Review

Enterprise Financial Services Corp (EFSC) sold out of WSFS Financial (WSFS) in Q2 2015, closing a stake of 42 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WSFS in Q3 2013 and held it in 7 quarters. The position peaked at $1K in Q1 2015. 119 funds tracked by Wall St. Rank hold WSFS as of Q2 2015.

Enterprise Financial Services Corp (EFSC) reported no remaining WSFS Financial position as of Q2 2015 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 42 WSFS Financial shares in Q2 2015, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in WSFS Financial in Q3 2013 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s WSFS Financial position peaked at $1K in Q1 2015.
119 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2015.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2015, filed 27 Jul 2015.