SIM
EFSC icon

Sonora Investment Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Sonora Investment Management’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
Q2 		– Sell
-22,362
Closed -$912K – 1683
2019
Q1 		$912K Buy
+22,362
New +$962K 0.11% 143

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 $3.37T AUM 44.26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sonora Investment Management's EFSC Position: Q2 2019 in Review

Sonora Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2019, closing a stake of 22,362 shares — an estimated $912K sold.

Sonora Investment Management first reported a position in EFSC in Q1 2019 and held it in 1 quarter. The position peaked at $912K in Q1 2019. 165 funds tracked by Wall St. Rank hold EFSC as of Q2 2019.

  • Sonora Investment Management reported no remaining Enterprise Financial Services Corp position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 22,362 Enterprise Financial Services Corp shares in Q2 2019, an estimated $912K.
  • Sonora Investment Management first reported a position in Enterprise Financial Services Corp in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Enterprise Financial Services Corp position peaked at $912K in Q1 2019.
  • 165 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.