MPWT
EBTC

MassMutual Private Wealth & Trust’s Enterprise Bancorp EBTC Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q2 		– Sell
-146
Closed -$5.08K – 1058
2017
Q1 		$5.08K Buy
+146
New +$4.93K ﹤0.01% 804

Other funds holding EBTC

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's EBTC Position: Q2 2017 in Review

MassMutual Private Wealth & Trust sold out of Enterprise Bancorp (EBTC) in Q2 2017, closing a stake of 146 shares — an estimated $5.08K sold.

MassMutual Private Wealth & Trust first reported a position in EBTC in Q1 2017 and held it in 1 quarter. The position peaked at $5.08K in Q1 2017. 47 funds tracked by Wall St. Rank hold EBTC as of Q2 2017.

  • MassMutual Private Wealth & Trust reported no remaining Enterprise Bancorp position as of Q2 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 146 Enterprise Bancorp shares in Q2 2017, an estimated $5.08K.
  • MassMutual Private Wealth & Trust first reported a position in Enterprise Bancorp in Q1 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Enterprise Bancorp position peaked at $5.08K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q2 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2017, filed 14 Aug 2017.