ZIM
EFSC icon

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

Zacks 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
2017
Q3 		– Sell
-49,684
Closed -$2.03M – 600
2017
Q2 		$2.03M Sell
49,684
-110
-0.2% -$4.58K 0.05% 233
2017
Q1 		$2.11M Sell
49,794
-12,425
-20% -$527K 0.05% 229
2016
Q4 		$2.67M Buy
62,219
+55,618
+843% +$2.04M 0.08% 179
2016
Q3 		$206K Buy
+6,601
New +$196K 0.01% 594
2016
Q2 		– Sell
-11,003
Closed -$298K – 648
2016
Q1 		$298K Sell
11,003
-1,751
-14% -$47.8K 0.01% 495
2015
Q4 		$362K Buy
+12,754
New +$359K 0.01% 456
2014
Q2 		– Sell
-14,670
Closed -$294K – 683
2014
Q1 		$294K Buy
14,670
+2,464
+20% +$47.1K 0.01% 543
2013
Q4 		$249K Buy
+12,206
New +$226K 0.01% 609

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Zacks Investment Management's EFSC Position: Q3 2017 in Review

Zacks Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q3 2017, closing a stake of 49,684 shares — an estimated $2.03M sold.

Zacks Investment Management first reported a position in EFSC in Q4 2013 and held it in 8 quarters. The position peaked at $2.67M in Q4 2016. 150 funds tracked by Wall St. Rank hold EFSC as of Q3 2017.

  • Zacks Investment Management reported no remaining Enterprise Financial Services Corp position as of Q3 2017 after selling out during the quarter.
  • Zacks Investment Management sold 49,684 Enterprise Financial Services Corp shares in Q3 2017, an estimated $2.03M.
  • Zacks Investment Management first reported a position in Enterprise Financial Services Corp in Q4 2013 and held it in 8 quarters.
  • Zacks Investment Management's Enterprise Financial Services Corp position peaked at $2.67M in Q4 2016.
  • 150 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2017.

Based on Zacks Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.