Rosenthal Henry Capital Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Rosenthal Henry Capital 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
2019 Q3	–	Sell	-20,000	Closed	-$832K	–	66
2019 Q2	$832K	Hold	20,000	–	–	0.78%	38
2019 Q1	$815K	Sell	20,000 -40,000	-67%	-$1.72M	0.8%	39
2018 Q4	$2.26M	Hold	60,000	–	–	2.13%	22
2018 Q3	$3.18M	Hold	60,000	–	–	2.49%	15
2018 Q2	$3.24M	Buy	60,000 +1,075	+2%	+$56.3K	2.4%	16
2018 Q1	$2.76M	Buy	58,925 +800	+1%	+$38.2K	2.19%	20
2017 Q4	$2.62M	Buy	58,125 +550	+1%	+$24.1K	2.07%	21
2017 Q3	$2.44M	Sell	57,575 -500	-0.9%	-$19.8K	1.87%	25
2017 Q2	$2.37M	Buy	58,075 +1,600	+3%	+$66.6K	1.96%	18
2017 Q1	$2.4M	Buy	56,475 +19,475	+53%	+$826K	2.01%	19
2016 Q4	$1.59M	Buy	+37,000	New	+$1.35M	1.32%	34

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EFSCE

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

Rosenthal Henry Capital Advisors's EFSC Position: Q3 2019 in Review

Rosenthal Henry Capital Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q3 2019, closing a stake of 20,000 shares — an estimated $832K sold.

Rosenthal Henry Capital Advisors first reported a position in EFSC in Q4 2016 and held it in 11 quarters. The position peaked at $3.24M in Q2 2018. 155 funds tracked by Wall St. Rank hold EFSC as of Q3 2019.

Rosenthal Henry Capital Advisors reported no remaining Enterprise Financial Services Corp position as of Q3 2019 after selling out during the quarter.
Rosenthal Henry Capital Advisors sold 20,000 Enterprise Financial Services Corp shares in Q3 2019, an estimated $832K.
Rosenthal Henry Capital Advisors first reported a position in Enterprise Financial Services Corp in Q4 2016 and held it in 11 quarters.
Rosenthal Henry Capital Advisors's Enterprise Financial Services Corp position peaked at $3.24M in Q2 2018.
155 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2019.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.