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OppenheimerFunds’s Enterprise Financial Services Corp EFSC Stock Holding History

OppenheimerFunds’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
Q1 		$210K Buy
+5,139
New +$221K ﹤0.01% 1697
2018
Q4 		– Sell
-6,544
Closed -$347K – 1814
2018
Q3 		$347K Buy
+6,544
New +$364K ﹤0.01% 1594

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OppenheimerFunds's EFSC Position: Q1 2019 in Review

OppenheimerFunds opened a new position in Enterprise Financial Services Corp (EFSC) in Q1 2019: 5,139 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings. This is a return to the name: OppenheimerFunds previously reported a position in EFSC as recently as Q3 2018.

OppenheimerFunds first reported a position in EFSC in Q3 2018 and has held it in 2 quarters since. The position peaked at $347K in Q3 2018. 176 funds tracked by Wall St. Rank hold EFSC as of Q1 2019.

  • OppenheimerFunds held 5,139 shares of Enterprise Financial Services Corp worth $210K as of Q1 2019.
  • Enterprise Financial Services Corp was a new OppenheimerFunds position in Q1 2019.
  • Enterprise Financial Services Corp made up ﹤0.01% of OppenheimerFunds's portfolio in Q1 2019, its #1697 holding.
  • OppenheimerFunds first reported a position in Enterprise Financial Services Corp in Q3 2018 and has held it in 2 quarters since.
  • OppenheimerFunds's Enterprise Financial Services Corp position peaked at $347K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.