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Fusion Family Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

Fusion Family 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
2017
Q1 		– Sell
-176
Closed -$5K – 351
2016
Q4 		$5K Buy
+176
New +$6.44K ﹤0.01% 302

Other funds holding EFSC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Family Wealth's EFSC Position: Q1 2017 in Review

Fusion Family Wealth sold out of Enterprise Financial Services Corp (EFSC) in Q1 2017, closing a stake of 176 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in EFSC in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 158 funds tracked by Wall St. Rank hold EFSC as of Q1 2017.

  • Fusion Family Wealth reported no remaining Enterprise Financial Services Corp position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 176 Enterprise Financial Services Corp shares in Q1 2017, an estimated $5K.
  • Fusion Family Wealth first reported a position in Enterprise Financial Services Corp in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Enterprise Financial Services Corp position peaked at $5K in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.