American Research & Management Company’s Enterprise Bancorp EBTC Stock Holding History

American Research & Management Company’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
2019 Q4	–	Sell	-3,196	Closed	-$96K	–	334
2019 Q3	$96K	Hold	3,196	–	–	0.03%	161
2019 Q2	$101K	Hold	3,196	–	–	0.03%	163
2019 Q1	$92K	Hold	3,196	–	–	0.03%	173
2018 Q4	$103K	Hold	3,196	–	–	0.03%	141
2018 Q3	$110K	Hold	3,196	–	–	0.03%	146
2018 Q2	$129K	Hold	3,196	–	–	0.04%	123
2018 Q1	$113K	Hold	3,196	–	–	0.04%	140
2017 Q4	$109K	Hold	3,196	–	–	0.03%	144
2017 Q3	$116K	Hold	3,196	–	–	0.04%	137
2017 Q2	$114K	Hold	3,196	–	–	0.04%	132
2017 Q1	$111K	Hold	3,196	–	–	0.04%	120
2016 Q4	$120K	Hold	3,196	–	–	0.04%	132
2016 Q3	$89K	Hold	3,196	–	–	0.03%	142
2016 Q2	$77K	Hold	3,196	–	–	0.03%	141
2016 Q1	$84K	Hold	3,196	–	–	0.04%	134
2015 Q4	$73K	Hold	3,196	–	–	0.03%	146
2015 Q3	$67K	Hold	3,196	–	–	0.03%	151
2015 Q2	$75K	Hold	3,196	–	–	0.03%	150
2015 Q1	$68K	Hold	3,196	–	–	0.03%	154
2014 Q4	$81K	Hold	3,196	–	–	0.03%	146
2014 Q3	$60K	Hold	3,196	–	–	0.02%	165
2014 Q2	$66K	Hold	3,196	–	–	0.02%	162
2014 Q1	$65K	Hold	3,196	–	–	0.02%	161
2013 Q4	$68K	Hold	3,196	–	–	0.02%	154
2013 Q3	$60K	Buy	+3,196	New	+$62.7K	0.02%	162

Other funds holding EBTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Research & Management Company's EBTC Position: Q4 2019 in Review

American Research & Management Company sold out of Enterprise Bancorp (EBTC) in Q4 2019, closing a stake of 3,196 shares — an estimated $96K sold.

American Research & Management Company first reported a position in EBTC in Q3 2013 and held it in 25 quarters. The position peaked at $129K in Q2 2018. 59 funds tracked by Wall St. Rank hold EBTC as of Q4 2019.

American Research & Management Company reported no remaining Enterprise Bancorp position as of Q4 2019 after selling out during the quarter.
American Research & Management Company sold 3,196 Enterprise Bancorp shares in Q4 2019, an estimated $96K.
American Research & Management Company first reported a position in Enterprise Bancorp in Q3 2013 and held it in 25 quarters.
American Research & Management Company's Enterprise Bancorp position peaked at $129K in Q2 2018.
59 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2019.

Based on American Research & Management Company's 13F filing for Q4 2019, filed 17 Jan 2020.