LOWELL, MA Trust How do I update this listing?

Enterprise Bank & Trust Company is based out of Lowell. Their last reported 13F filing for Q4 2019 included $222,767,000 in managed 13F securities and a top 10 holdings concentration of 46.17%. Enterprise Bank & Trust Company's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 315,317. Whalewisdom has at least 4 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $222.767 Million
  • Prior Market Value $205.638 Million
  • New Purchases9 stocks
  • Additional Purchases43 stocks
  • Sold out of3 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 46.17 %
  • Turnover % [1]:12.77%
  • Turnover Alt % [2]: 3.49 %
  • Time Held Top20:2.45 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:2.56 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.41%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
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13F Managers

Subsidiaries/Managers included in latest 13F

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