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Symphony Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Symphony Asset 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
2018
Q4 		– Sell
-4,442
Closed -$236K – 186
2018
Q3 		$236K Buy
+4,442
New +$247K 0.06% 158
2018
Q2 		– Sell
-9,121
Closed -$428K – 253
2018
Q1 		$428K Buy
+9,121
New +$436K 0.06% 259

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Symphony Asset Management's EFSC Position: Q4 2018 in Review

Symphony Asset Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2018, closing a stake of 4,442 shares — an estimated $236K sold.

Symphony Asset Management first reported a position in EFSC in Q1 2018 and held it in 2 quarters. The position peaked at $428K in Q1 2018. 172 funds tracked by Wall St. Rank hold EFSC as of Q4 2018.

  • Symphony Asset Management reported no remaining Enterprise Financial Services Corp position as of Q4 2018 after selling out during the quarter.
  • Symphony Asset Management sold 4,442 Enterprise Financial Services Corp shares in Q4 2018, an estimated $236K.
  • Symphony Asset Management first reported a position in Enterprise Financial Services Corp in Q1 2018 and held it in 2 quarters.
  • Symphony Asset Management's Enterprise Financial Services Corp position peaked at $428K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2018.

Based on Symphony Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.