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

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return