VFA
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Virtus Fund Advisers’s Enterprise Financial Services Corp EFSC Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-1,685
Closed -$30K – 1373
2014
Q2 		$30K Buy
+1,685
New +$30.9K ﹤0.01% 2197

Other funds holding EFSC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Virtus Fund Advisers's EFSC Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Enterprise Financial Services Corp (EFSC) in Q3 2014, closing a stake of 1,685 shares — an estimated $30K sold.

Virtus Fund Advisers first reported a position in EFSC in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 97 funds tracked by Wall St. Rank hold EFSC as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Enterprise Financial Services Corp position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,685 Enterprise Financial Services Corp shares in Q3 2014, an estimated $30K.
  • Virtus Fund Advisers first reported a position in Enterprise Financial Services Corp in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Enterprise Financial Services Corp position peaked at $30K in Q2 2014.
  • 97 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.