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Wealthspire Advisors (Maryland)’s Enterprise Financial Services Corp EFSC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-231
Closed -$9K – 893
2019
Q1 		$9K Buy
231
+17
+8% +$731 ﹤0.01% 1573
2018
Q4 		$8K Sell
214
-738
-78% -$32.9K ﹤0.01% 1542
2018
Q3 		$51K Sell
952
-357
-27% -$19.9K ﹤0.01% 960
2018
Q2 		$71K Buy
+1,309
New +$68.5K 0.01% 837

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFSC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Enterprise Financial Services Corp (EFSC) in Q2 2019, closing a stake of 231 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in EFSC in Q2 2018 and held it in 4 quarters. The position peaked at $71K in Q2 2018. 165 funds tracked by Wall St. Rank hold EFSC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Enterprise Financial Services Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 231 Enterprise Financial Services Corp shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Enterprise Financial Services Corp in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Enterprise Financial Services Corp position peaked at $71K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.