ZCM
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Zebra Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Zebra Capital 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
2018
Q2 		– Sell
-14,984
Closed -$703K – 337
2018
Q1 		$703K Sell
14,984
-2,970
-17% -$142K 0.25% 205
2017
Q4 		$811K Buy
17,954
+4,341
+32% +$190K 0.28% 183
2017
Q3 		$577K Buy
13,613
+7,986
+142% +$316K 0.19% 203
2017
Q2 		$230K Buy
+5,627
New +$234K 0.07% 248

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Zebra Capital Management's EFSC Position: Q2 2018 in Review

Zebra Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2018, closing a stake of 14,984 shares — an estimated $703K sold.

Zebra Capital Management first reported a position in EFSC in Q2 2017 and held it in 4 quarters. The position peaked at $811K in Q4 2017. 168 funds tracked by Wall St. Rank hold EFSC as of Q2 2018.

  • Zebra Capital Management reported no remaining Enterprise Financial Services Corp position as of Q2 2018 after selling out during the quarter.
  • Zebra Capital Management sold 14,984 Enterprise Financial Services Corp shares in Q2 2018, an estimated $703K.
  • Zebra Capital Management first reported a position in Enterprise Financial Services Corp in Q2 2017 and held it in 4 quarters.
  • Zebra Capital Management's Enterprise Financial Services Corp position peaked at $811K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2018.

Based on Zebra Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.