Trust Company of Vermont’s Enterprise Bancorp EBTC Stock Holding History

Trust Company of Vermont’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 Q2	–	Sell	-1,253	Closed	-$34K	–	781
2020 Q1	$34K	Hold	1,253	–	–	﹤0.01%	490
2019 Q4	$42K	Hold	1,253	–	–	﹤0.01%	499
2019 Q3	$38K	Hold	1,253	–	–	﹤0.01%	518
2019 Q2	$40K	Hold	1,253	–	–	﹤0.01%	516
2019 Q1	$36K	Hold	1,253	–	–	﹤0.01%	520
2018 Q4	$40K	Hold	1,253	–	–	﹤0.01%	492
2018 Q3	$43K	Hold	1,253	–	–	﹤0.01%	539
2018 Q2	$51K	Hold	1,253	–	–	﹤0.01%	526
2018 Q1	$44K	Hold	1,253	–	–	﹤0.01%	523
2017 Q4	$43K	Hold	1,253	–	–	﹤0.01%	538
2017 Q3	$45K	Hold	1,253	–	–	﹤0.01%	513
2017 Q2	$45K	Hold	1,253	–	–	﹤0.01%	520
2017 Q1	$44K	Hold	1,253	–	–	﹤0.01%	496
2016 Q4	$47K	Hold	1,253	–	–	0.01%	484
2016 Q3	$35K	Hold	1,253	–	–	﹤0.01%	480
2016 Q2	$30K	Buy	1,253 +53	+4%	+$1.27K	﹤0.01%	451
2016 Q1	$31K	Hold	1,200	–	–	﹤0.01%	454
2015 Q4	$27K	Hold	1,200	–	–	﹤0.01%	485
2015 Q3	$25K	Hold	1,200	–	–	﹤0.01%	495
2015 Q2	$28K	Hold	1,200	–	–	﹤0.01%	494
2015 Q1	$26K	Hold	1,200	–	–	﹤0.01%	500
2014 Q4	$30K	Hold	1,200	–	–	﹤0.01%	485
2014 Q3	$23K	Hold	1,200	–	–	﹤0.01%	518
2014 Q2	$25K	Hold	1,200	–	–	﹤0.01%	485
2014 Q1	$24K	Hold	1,200	–	–	﹤0.01%	484
2013 Q4	$25K	Hold	1,200	–	–	﹤0.01%	450
2013 Q3	$23K	Hold	1,200	–	–	﹤0.01%	450
2013 Q2	$22K	Buy	+1,200	New	+$19.8K	﹤0.01%	461

Other funds holding EBTC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

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

Trust Company of Vermont's EBTC Position: Q2 2020 in Review

Trust Company of Vermont sold out of Enterprise Bancorp (EBTC) in Q2 2020, closing a stake of 1,253 shares — an estimated $34K sold.

Trust Company of Vermont first reported a position in EBTC in Q2 2013 and held it in 28 quarters. The position peaked at $51K in Q2 2018. 58 funds tracked by Wall St. Rank hold EBTC as of Q2 2020.

Trust Company of Vermont reported no remaining Enterprise Bancorp position as of Q2 2020 after selling out during the quarter.
Trust Company of Vermont sold 1,253 Enterprise Bancorp shares in Q2 2020, an estimated $34K.
Trust Company of Vermont first reported a position in Enterprise Bancorp in Q2 2013 and held it in 28 quarters.
Trust Company of Vermont's Enterprise Bancorp position peaked at $51K in Q2 2018.
58 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.