ENTERPRISE BANK & TRUST COMPANY

LOWELL, MA Trust How do I update this listing?

Enterprise Bank & Trust Company is based out of Lowell. Their last reported 13F filing for Q2 2020 included $199,987,000 in managed 13F securities and a top 10 holdings concentration of 45.32%. Enterprise Bank & Trust Company's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 250,528. Whalewisdom has at least 6 13F filings

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06/30/2020

13F Activity

  • Market Value $199.987 Million
  • Prior Market Value $169.251 Million
  • New Purchases5 stocks
  • Additional Purchases46 stocks
  • Sold out of2 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 45.32 %
  • Turnover % [1]:8.24%
  • Turnover Alt % [2]: 3.33 %
  • Time Held Top20:3.75 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:4.48 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.62%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
ENTERPRISE BANCORP INC /MA/

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