Marshall Wace North America’s Enterprise Financial Services Corp EFSC Stock Holding History

Marshall Wace North America’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	–	Sell	-2,469	Closed	-$101K	–	1358
2019 Q3	$101K	Sell	2,469 -59,562	-96%	-$2.4M	﹤0.01%	1053
2019 Q2	$2.58M	Sell	62,031 -6,546	-10%	-$274K	0.02%	503
2019 Q1	$2.8M	Buy	68,577 +45,986	+204%	+$1.98M	0.02%	433
2018 Q4	$850K	Buy	+22,591	New	+$1.01M	0.01%	653
2017 Q3	–	Sell	-9,635	Closed	-$395K	–	1315
2017 Q2	$395K	Buy	+9,635	New	+$401K	﹤0.01%	1129

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

Marshall Wace North America's EFSC Position: Q4 2019 in Review

Marshall Wace North America sold out of Enterprise Financial Services Corp (EFSC) in Q4 2019, closing a stake of 2,469 shares — an estimated $101K sold.

Marshall Wace North America first reported a position in EFSC in Q2 2017 and held it in 5 quarters. The position peaked at $2.8M in Q1 2019. 163 funds tracked by Wall St. Rank hold EFSC as of Q4 2019.

Marshall Wace North America reported no remaining Enterprise Financial Services Corp position as of Q4 2019 after selling out during the quarter.
Marshall Wace North America sold 2,469 Enterprise Financial Services Corp shares in Q4 2019, an estimated $101K.
Marshall Wace North America first reported a position in Enterprise Financial Services Corp in Q2 2017 and held it in 5 quarters.
Marshall Wace North America's Enterprise Financial Services Corp position peaked at $2.8M in Q1 2019.
163 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2019.

Based on Marshall Wace North America's 13F filing for Q4 2019, filed 14 Feb 2020.