WI
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WBI Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

WBI Investments’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
-26,041
Closed -$1.18M – 218
2017
Q4 		$1.18M Buy
+26,041
New +$1.14M 0.05% 190
2017
Q3 		– Sell
-30,892
Closed -$1.26M – 312
2017
Q2 		$1.26M Buy
+30,892
New +$1.29M 0.05% 194
2016
Q4 		– Sell
-26,238
Closed -$820K – 308
2016
Q3 		$820K Sell
26,238
-4,760
-15% -$141K 0.03% 220
2016
Q2 		$865K Sell
30,998
-4,513
-13% -$123K 0.03% 131
2016
Q1 		$960K Buy
+35,511
New +$969K 0.04% 98

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