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Regal Investment Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Regal Investment 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
2015
Q1 		– Sell
-100
Closed -$2K – 987
2014
Q4 		$2K Hold
100
– – ﹤0.01% 847
2014
Q3 		$2K Hold
100
– – ﹤0.01% 875
2014
Q2 		$2K Buy
+100
New +$1.83K ﹤0.01% 842

Other funds holding EFSC

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Regal Investment Advisors's EFSC Position: Q1 2015 in Review

Regal Investment Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q1 2015, closing a stake of 100 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in EFSC in Q2 2014 and held it in 3 quarters. The position peaked at $2K in Q4 2014. 95 funds tracked by Wall St. Rank hold EFSC as of Q1 2015.

  • Regal Investment Advisors reported no remaining Enterprise Financial Services Corp position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Enterprise Financial Services Corp shares in Q1 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Enterprise Financial Services Corp in Q2 2014 and held it in 3 quarters.
  • Regal Investment Advisors's Enterprise Financial Services Corp position peaked at $2K in Q4 2014.
  • 95 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.