Monetary Management Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Monetary Management Group’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
2016 Q4	–	Sell	-13,247	Closed	-$414K	–	311
2016 Q3	$414K	Hold	13,247	–	–	0.19%	99
2016 Q2	$369K	Hold	13,247	–	–	0.17%	108
2016 Q1	$358K	Hold	13,247	–	–	0.17%	108
2015 Q4	$376K	Hold	13,247	–	–	0.18%	103
2015 Q3	$333K	Hold	13,247	–	–	0.17%	114
2015 Q2	$302K	Sell	13,247 -1,500	-10%	-$32.1K	0.14%	130
2015 Q1	$305K	Hold	14,747	–	–	0.13%	125
2014 Q4	$291K	Buy	14,747 +7,347	+99%	+$136K	0.13%	132
2014 Q3	$124K	Hold	7,400	–	–	0.06%	191
2014 Q2	$134K	Hold	7,400	–	–	0.06%	181
2014 Q1	$149K	Hold	7,400	–	–	0.07%	165
2013 Q4	$151K	Hold	7,400	–	–	0.07%	169
2013 Q3	$125K	Hold	7,400	–	–	0.07%	181
2013 Q2	$118K	Buy	+7,400	New	+$110K	0.06%	191

Other funds holding EFSC

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Monetary Management Group's EFSC Position: Q4 2016 in Review

Monetary Management Group sold out of Enterprise Financial Services Corp (EFSC) in Q4 2016, closing a stake of 13,247 shares — an estimated $414K sold.

Monetary Management Group first reported a position in EFSC in Q2 2013 and held it in 14 quarters. The position peaked at $414K in Q3 2016. 146 funds tracked by Wall St. Rank hold EFSC as of Q4 2016.

Monetary Management Group reported no remaining Enterprise Financial Services Corp position as of Q4 2016 after selling out during the quarter.
Monetary Management Group sold 13,247 Enterprise Financial Services Corp shares in Q4 2016, an estimated $414K.
Monetary Management Group first reported a position in Enterprise Financial Services Corp in Q2 2013 and held it in 14 quarters.
Monetary Management Group's Enterprise Financial Services Corp position peaked at $414K in Q3 2016.
146 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2016.

Based on Monetary Management Group's 13F filing for Q4 2016, filed 13 Feb 2017.