Centerpoint Advisors’s Enterprise Bancorp EBTC Stock Holding History

Centerpoint Advisors’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
2020 Q4	–	Sell	-181	Closed	-$4K	–	251
2020 Q3	$4K	Hold	181	–	–	﹤0.01%	196
2020 Q2	$4K	Hold	181	–	–	﹤0.01%	222
2020 Q1	$5K	Hold	181	–	–	0.01%	174
2019 Q4	$6K	Hold	181	–	–	﹤0.01%	194
2019 Q3	$5K	Hold	181	–	–	﹤0.01%	197
2019 Q2	$6K	Hold	181	–	–	﹤0.01%	180
2019 Q1	$5K	Hold	181	–	–	﹤0.01%	184
2018 Q4	$6K	Hold	181	–	–	0.01%	168
2018 Q3	$6K	Hold	181	–	–	﹤0.01%	167
2018 Q2	$7K	Hold	181	–	–	0.01%	199
2018 Q1	$6K	Hold	181	–	–	0.01%	174
2017 Q4	$6K	Buy	+181	New	+$6.49K	0.01%	151

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

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

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Centerpoint Advisors's EBTC Position: Q4 2020 in Review

Centerpoint Advisors sold out of Enterprise Bancorp (EBTC) in Q4 2020, closing a stake of 181 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in EBTC in Q4 2017 and held it in 12 quarters. The position peaked at $7K in Q2 2018. 49 funds tracked by Wall St. Rank hold EBTC as of Q4 2020.

Centerpoint Advisors reported no remaining Enterprise Bancorp position as of Q4 2020 after selling out during the quarter.
Centerpoint Advisors sold 181 Enterprise Bancorp shares in Q4 2020, an estimated $4K.
Centerpoint Advisors first reported a position in Enterprise Bancorp in Q4 2017 and held it in 12 quarters.
Centerpoint Advisors's Enterprise Bancorp position peaked at $7K in Q2 2018.
49 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2020.

Based on Centerpoint Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.