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 New York $5.72T AUM 30.48% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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