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

Spark 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
2016
Q4 		– Sell
-13,500
Closed -$421K – 799
2016
Q3 		$421K Hold
13,500
– – 0.03% 513
2016
Q2 		$376K Hold
13,500
– – 0.04% 515
2016
Q1 		$365K Hold
13,500
– – 0.04% 513
2015
Q4 		$382K Hold
13,500
– – 0.05% 426
2015
Q3 		$339K Buy
+13,500
New +$323K 0.04% 441

Other funds holding EFSC

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Spark Investment Management's EFSC Position: Q4 2016 in Review

Spark Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2016, closing a stake of 13,500 shares — an estimated $421K sold.

Spark Investment Management first reported a position in EFSC in Q3 2015 and held it in 5 quarters. The position peaked at $421K in Q3 2016. 146 funds tracked by Wall St. Rank hold EFSC as of Q4 2016.

  • Spark Investment Management reported no remaining Enterprise Financial Services Corp position as of Q4 2016 after selling out during the quarter.
  • Spark Investment Management sold 13,500 Enterprise Financial Services Corp shares in Q4 2016, an estimated $421K.
  • Spark Investment Management first reported a position in Enterprise Financial Services Corp in Q3 2015 and held it in 5 quarters.
  • Spark Investment Management's Enterprise Financial Services Corp position peaked at $421K in Q3 2016.
  • 146 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2016.

Based on Spark Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.