AG
EBTC

Advisor Group’s Enterprise Bancorp EBTC Stock Holding History

Advisor Group’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$3K – 4527
2016
Q3 		$3K Buy
+100
New +$2.47K ﹤0.01% 4059

Other funds holding EBTC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisor Group's EBTC Position: Q4 2016 in Review

Advisor Group sold out of Enterprise Bancorp (EBTC) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Advisor Group first reported a position in EBTC in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 54 funds tracked by Wall St. Rank hold EBTC as of Q4 2016.

  • Advisor Group reported no remaining Enterprise Bancorp position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 100 Enterprise Bancorp shares in Q4 2016, an estimated $3K.
  • Advisor Group first reported a position in Enterprise Bancorp in Q3 2016 and held it in 1 quarter.
  • Advisor Group's Enterprise Bancorp position peaked at $3K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.