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Opus Capital Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Opus Capital 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
2018
Q2 		– Sell
-46,213
Closed -$2.17M – 224
2018
Q1 		$2.17M Sell
46,213
-17,202
-27% -$821K 0.54% 44
2017
Q4 		$2.86M Sell
63,415
-8,855
-12% -$388K 0.63% 49
2017
Q3 		$3.06M Sell
72,270
-23,285
-24% -$921K 0.7% 51
2017
Q2 		$3.9M Sell
95,555
-80,851
-46% -$3.36M 0.76% 43
2017
Q1 		$7.48M Sell
176,406
-16,499
-9% -$700K 1% 25
2016
Q4 		$8.29M Buy
+192,905
New +$7.06M 1.23% 21

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Opus Capital Group's EFSC Position: Q2 2018 in Review

Opus Capital Group sold out of Enterprise Financial Services Corp (EFSC) in Q2 2018, closing a stake of 46,213 shares — an estimated $2.17M sold.

Opus Capital Group first reported a position in EFSC in Q4 2016 and held it in 6 quarters. The position peaked at $8.29M in Q4 2016. 168 funds tracked by Wall St. Rank hold EFSC as of Q2 2018.

  • Opus Capital Group reported no remaining Enterprise Financial Services Corp position as of Q2 2018 after selling out during the quarter.
  • Opus Capital Group sold 46,213 Enterprise Financial Services Corp shares in Q2 2018, an estimated $2.17M.
  • Opus Capital Group first reported a position in Enterprise Financial Services Corp in Q4 2016 and held it in 6 quarters.
  • Opus Capital Group's Enterprise Financial Services Corp position peaked at $8.29M in Q4 2016.
  • 168 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2018.

Based on Opus Capital Group's 13F filing for Q2 2018, filed 10 Aug 2018.