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Smith, Moore & Co’s Enterprise Financial Services Corp EFSC Stock Holding History

Smith, Moore & Co’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
-11,252
Closed -$468K – 319
2019
Q2 		$468K Buy
11,252
+231
+2% +$9.66K 0.11% 187
2019
Q1 		$449K Sell
11,021
-31
-0.3% -$1.33K 0.11% 185
2018
Q4 		$416K Buy
11,052
+1,259
+13% +$56K 0.11% 180
2018
Q3 		$520K Sell
9,793
-419
-4% -$23.3K 0.12% 160
2018
Q2 		$551K Buy
10,212
+161
+2% +$8.43K 0.14% 145
2018
Q1 		$471K Sell
10,051
-138
-1% -$6.59K 0.13% 160
2017
Q4 		$460K Sell
10,189
-106
-1% -$4.64K 0.12% 165
2017
Q3 		$436K Sell
10,295
-454
-4% -$18K 0.12% 168
2017
Q2 		$439K Sell
10,749
-128
-1% -$5.33K 0.15% 129
2017
Q1 		$461K Sell
10,877
-166
-2% -$7.04K 0.17% 116
2016
Q4 		$475K Sell
11,043
-43
-0.4% -$1.57K 0.18% 113
2016
Q3 		$346K Buy
+11,086
New +$328K 0.14% 142

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Smith, Moore & Co's EFSC Position: Q3 2019 in Review

Smith, Moore & Co sold out of Enterprise Financial Services Corp (EFSC) in Q3 2019, closing a stake of 11,252 shares — an estimated $468K sold.

Smith, Moore & Co first reported a position in EFSC in Q3 2016 and held it in 12 quarters. The position peaked at $551K in Q2 2018. 155 funds tracked by Wall St. Rank hold EFSC as of Q3 2019.

  • Smith, Moore & Co reported no remaining Enterprise Financial Services Corp position as of Q3 2019 after selling out during the quarter.
  • Smith, Moore & Co sold 11,252 Enterprise Financial Services Corp shares in Q3 2019, an estimated $468K.
  • Smith, Moore & Co first reported a position in Enterprise Financial Services Corp in Q3 2016 and held it in 12 quarters.
  • Smith, Moore & Co's Enterprise Financial Services Corp position peaked at $551K in Q2 2018.
  • 155 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2019.

Based on Smith, Moore & Co's 13F filing for Q3 2019, filed 7 Nov 2019.