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

Vaughan Nelson 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
2020 Q2	–	Sell	-745,535	Closed	-$20.8M	–	192
2020 Q1	$20.8M	Sell	745,535 -236,290	-24%	-$9.5M	0.36%	97
2019 Q4	$47.3M	Buy	981,825 +55,715	+6%	+$2.47M	0.59%	62
2019 Q3	$37.7M	Sell	926,110 -44,865	-5%	-$1.81M	0.5%	73
2019 Q2	$40.4M	Sell	970,975 -87,175	-8%	-$3.65M	0.54%	62
2019 Q1	$43.1M	Buy	1,058,150 +66,825	+7%	+$2.87M	0.58%	60
2018 Q4	$37.3M	Buy	991,325 +27,175	+3%	+$1.21M	0.53%	80
2018 Q3	$51.1M	Buy	964,150 +20,575	+2%	+$1.14M	0.6%	62
2018 Q2	$50.9M	Buy	+943,575	New	+$49.4M	0.61%	66

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Vaughan Nelson Investment Management's EFSC Position: Q2 2020 in Review

Vaughan Nelson Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2020, closing a stake of 745,535 shares — an estimated $20.8M sold.

Vaughan Nelson Investment Management first reported a position in EFSC in Q2 2018 and held it in 8 quarters. The position peaked at $51.1M in Q3 2018. 160 funds tracked by Wall St. Rank hold EFSC as of Q2 2020.

Vaughan Nelson Investment Management reported no remaining Enterprise Financial Services Corp position as of Q2 2020 after selling out during the quarter.
Vaughan Nelson Investment Management sold 745,535 Enterprise Financial Services Corp shares in Q2 2020, an estimated $20.8M.
Vaughan Nelson Investment Management first reported a position in Enterprise Financial Services Corp in Q2 2018 and held it in 8 quarters.
Vaughan Nelson Investment Management's Enterprise Financial Services Corp position peaked at $51.1M in Q3 2018.
160 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2020.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.