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Nationwide Fund Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-89,912
Closed -$3.81M – 620
2017
Q3 		$3.81M Sell
89,912
-25,493
-22% -$1.01M 0.02% 1139
2017
Q2 		$4.71M Buy
115,405
+18,777
+19% +$781K 0.02% 1042
2017
Q1 		$4.1M Buy
96,628
+44,065
+84% +$1.87M 0.02% 1081
2016
Q4 		$2.26M Buy
52,563
+12,203
+30% +$447K 0.01% 1360
2016
Q3 		$1.26M Buy
40,360
+379
+0.9% +$11.2K 0.01% 1633
2016
Q2 		$1.11M Sell
39,981
-717
-2% -$19.5K ﹤0.01% 1671
2016
Q1 		$1.11M Sell
40,698
-369
-0.9% -$10.1K ﹤0.01% 1648
2015
Q4 		$1.16M Sell
41,067
-235
-0.6% -$6.61K 0.01% 1649
2015
Q3 		$1.04M Hold
41,302
– – ﹤0.01% 1700
2015
Q2 		$940K Sell
41,302
-4,899
-11% -$105K ﹤0.01% 1897
2015
Q1 		$955K Sell
46,201
-1,569
-3% -$31.4K ﹤0.01% 1904
2014
Q4 		$943K Sell
47,770
-1,852
-4% -$34.3K ﹤0.01% 1844
2014
Q3 		$830K Buy
49,622
+115
+0.2% +$2.02K ﹤0.01% 1919
2014
Q2 		$894K Sell
49,507
-313
-0.6% -$5.73K ﹤0.01% 1931
2014
Q1 		$1M Sell
49,820
-791
-2% -$15.1K ﹤0.01% 1729
2013
Q4 		$1.03M Sell
50,611
-668
-1% -$12.4K ﹤0.01% 1851
2013
Q3 		$860K Buy
51,279
+9,533
+23% +$166K ﹤0.01% 1913
2013
Q2 		$666K Buy
+41,746
New +$621K ﹤0.01% 1877

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nationwide Fund Advisors's EFSC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q4 2017, closing a stake of 89,912 shares — an estimated $3.81M sold.

Nationwide Fund Advisors first reported a position in EFSC in Q2 2013 and held it in 18 quarters. The position peaked at $4.71M in Q2 2017. 158 funds tracked by Wall St. Rank hold EFSC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Enterprise Financial Services Corp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 89,912 Enterprise Financial Services Corp shares in Q4 2017, an estimated $3.81M.
  • Nationwide Fund Advisors first reported a position in Enterprise Financial Services Corp in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Enterprise Financial Services Corp position peaked at $4.71M in Q2 2017.
  • 158 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.