Ladenburg Thalmann Financial Services’s Enterprise Financial Services Corp EFSC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$191K	Buy	3,965 +1,514	+62%	+$67.2K	﹤0.01%	2543
2019 Q3	$100K	Buy	2,451 +402	+20%	+$16.2K	﹤0.01%	2931
2019 Q2	$85K	Sell	2,049 -100	-5%	-$4.18K	﹤0.01%	3079
2019 Q1	$88K	Buy	2,149 +402	+23%	+$17.3K	﹤0.01%	2976
2018 Q4	$66K	Hold	1,747	–	–	﹤0.01%	3051
2018 Q3	$92K	Sell	1,747 -53	-3%	-$2.95K	﹤0.01%	2882
2018 Q2	$84K	Hold	1,800	–	–	﹤0.01%	2862
2018 Q1	$84K	Sell	1,800 -200	-10%	-$9.55K	﹤0.01%	2862
2017 Q4	$90K	Buy	+2,000	New	+$87.5K	﹤0.01%	2802

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services's EFSC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Enterprise Financial Services Corp (EFSC) stake by 62% in Q4 2019, buying an estimated $67.2K and bringing the position to 3,965 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Ladenburg Thalmann Financial Services first reported a position in EFSC in Q4 2017 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold EFSC as of Q4 2019.

Ladenburg Thalmann Financial Services held 3,965 shares of Enterprise Financial Services Corp worth $191K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,514 Enterprise Financial Services Corp shares in Q4 2019, an estimated $67.2K.
Enterprise Financial Services Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2543 holding.
Ladenburg Thalmann Financial Services first reported a position in Enterprise Financial Services Corp in Q4 2017 and has held it in 9 quarters since.
163 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.