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Shepherd Kaplan Krochuk’s Enterprise Financial Services Corp EFSC Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-8,755
Closed -$220K – 390
2015
Q3 		$220K Buy
+8,755
New +$210K 0.06% 241

Other funds holding EFSC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Shepherd Kaplan Krochuk's EFSC Position: Q4 2015 in Review

Shepherd Kaplan Krochuk sold out of Enterprise Financial Services Corp (EFSC) in Q4 2015, closing a stake of 8,755 shares — an estimated $220K sold.

Shepherd Kaplan Krochuk first reported a position in EFSC in Q3 2015 and held it in 1 quarter. The position peaked at $220K in Q3 2015. 124 funds tracked by Wall St. Rank hold EFSC as of Q4 2015.

  • Shepherd Kaplan Krochuk reported no remaining Enterprise Financial Services Corp position as of Q4 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,755 Enterprise Financial Services Corp shares in Q4 2015, an estimated $220K.
  • Shepherd Kaplan Krochuk first reported a position in Enterprise Financial Services Corp in Q3 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Enterprise Financial Services Corp position peaked at $220K in Q3 2015.
  • 124 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2015, filed 16 Feb 2016.