Stifel Financial
EBTC

Stifel Financial’s Enterprise Bancorp EBTC Stock Holding History

Stifel Financial’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
2014
Q4 		– Sell
-13,037
Closed -$245K – 2356
2014
Q3 		$245K Buy
+13,037
New +$258K ﹤0.01% 1904

Other funds holding EBTC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Stifel Financial's EBTC Position: Q4 2014 in Review

Stifel Financial sold out of Enterprise Bancorp (EBTC) in Q4 2014, closing a stake of 13,037 shares — an estimated $245K sold.

Stifel Financial first reported a position in EBTC in Q3 2014 and held it in 1 quarter. The position peaked at $245K in Q3 2014. 44 funds tracked by Wall St. Rank hold EBTC as of Q4 2014.

  • Stifel Financial reported no remaining Enterprise Bancorp position as of Q4 2014 after selling out during the quarter.
  • Stifel Financial sold 13,037 Enterprise Bancorp shares in Q4 2014, an estimated $245K.
  • Stifel Financial first reported a position in Enterprise Bancorp in Q3 2014 and held it in 1 quarter.
  • Stifel Financial's Enterprise Bancorp position peaked at $245K in Q3 2014.
  • 44 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2014.

Based on Stifel Financial's 13F filing for Q4 2014, filed 13 Feb 2015.