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Summit Trail Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-778
Closed -$38K – 784
2017
Q4 		$38K Buy
+778
New +$34.1K ﹤0.01% 891

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Summit Trail Advisors's EFSC Position: Q1 2018 in Review

Summit Trail Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q1 2018, closing a stake of 778 shares — an estimated $38K sold.

Summit Trail Advisors first reported a position in EFSC in Q4 2017 and held it in 1 quarter. The position peaked at $38K in Q4 2017. 149 funds tracked by Wall St. Rank hold EFSC as of Q1 2018.

  • Summit Trail Advisors reported no remaining Enterprise Financial Services Corp position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 778 Enterprise Financial Services Corp shares in Q1 2018, an estimated $38K.
  • Summit Trail Advisors first reported a position in Enterprise Financial Services Corp in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Enterprise Financial Services Corp position peaked at $38K in Q4 2017.
  • 149 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.