Mackenzie Financial
EFSC icon

Mackenzie Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

Mackenzie Financial’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
Q3 		– Sell
-76,226
Closed -$3.11M – 637
2017
Q2 		$3.11M Sell
76,226
-400
-0.5% -$16.6K 0.02% 340
2017
Q1 		$3.25M Buy
+76,626
New +$3.25M 0.02% 345
2016
Q4 		– Sell
-12,509
Closed -$391K – 663
2016
Q3 		$391K Hold
12,509
– – ﹤0.01% 527
2016
Q2 		$349K Hold
12,509
– – ﹤0.01% 809
2016
Q1 		$338K Hold
12,509
– – ﹤0.01% 716
2015
Q4 		$355K Buy
+12,509
New +$352K ﹤0.01% 725

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Mackenzie Financial's EFSC Position: Q3 2017 in Review

Mackenzie Financial sold out of Enterprise Financial Services Corp (EFSC) in Q3 2017, closing a stake of 76,226 shares — an estimated $3.11M sold.

Mackenzie Financial first reported a position in EFSC in Q4 2015 and held it in 6 quarters. The position peaked at $3.25M in Q1 2017. 150 funds tracked by Wall St. Rank hold EFSC as of Q3 2017.

  • Mackenzie Financial reported no remaining Enterprise Financial Services Corp position as of Q3 2017 after selling out during the quarter.
  • Mackenzie Financial sold 76,226 Enterprise Financial Services Corp shares in Q3 2017, an estimated $3.11M.
  • Mackenzie Financial first reported a position in Enterprise Financial Services Corp in Q4 2015 and held it in 6 quarters.
  • Mackenzie Financial's Enterprise Financial Services Corp position peaked at $3.25M in Q1 2017.
  • 150 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2017.

Based on Mackenzie Financial's 13F filing for Q3 2017, filed 13 Nov 2017.