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Evoke Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

Evoke Wealth’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-540
Closed -$26K – 1197
2019
Q4 		$26K Hold
540
– – ﹤0.01% 535
2019
Q3 		$22K Buy
+540
New +$21.8K ﹤0.01% 630

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Evoke Wealth's EFSC Position: Q1 2020 in Review

Evoke Wealth sold out of Enterprise Financial Services Corp (EFSC) in Q1 2020, closing a stake of 540 shares — an estimated $26K sold.

Evoke Wealth first reported a position in EFSC in Q3 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 145 funds tracked by Wall St. Rank hold EFSC as of Q1 2020.

  • Evoke Wealth reported no remaining Enterprise Financial Services Corp position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 540 Enterprise Financial Services Corp shares in Q1 2020, an estimated $26K.
  • Evoke Wealth first reported a position in Enterprise Financial Services Corp in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Enterprise Financial Services Corp position peaked at $26K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.