Baystate Wealth Management’s Enbridge ENB Stock Holding History

Baystate Wealth Management’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$26K	Buy	721 +644	+836%	+$21.7K	﹤0.01%	505
2023 Q3	$2.57K	Buy	77 +1	+1%	+$35	﹤0.01%	776
2023 Q2	$2.84K	Buy	76 +1	+1%	+$38	﹤0.01%	799
2023 Q1	$2.88K	Buy	75 +1	+1%	+$39	﹤0.01%	780
2022 Q4	$3K	Buy	74 +1	+1%	+$39	﹤0.01%	730
2022 Q3	$3K	Buy	73 +1	+1%	+$42	﹤0.01%	694
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	707
2022 Q1	$3K	Buy	72 +1	+1%	+$43	﹤0.01%	708
2021 Q4	$3K	Buy	71 +1	+1%	+$40	﹤0.01%	707
2021 Q3	$3K	Buy	70 +1	+1%	+$39	﹤0.01%	646
2021 Q2	$3K	Buy	69 +1	+1%	+$39	﹤0.01%	611
2021 Q1	$2K	Buy	68 +1	+1%	+$35	﹤0.01%	587
2020 Q4	$2K	Hold	67	–	–	﹤0.01%	562
2020 Q3	$2K	Buy	67 +2	+3%	+$63	﹤0.01%	531
2020 Q2	$2K	Sell	65 -164	-72%	-$5.04K	﹤0.01%	540
2020 Q1	$7K	Buy	229 +3	+1%	+$111	﹤0.01%	402
2019 Q4	$9K	Sell	226 -2	-0.9%	-$75	﹤0.01%	409
2019 Q3	$8K	Sell	228 -195	-46%	-$6.74K	﹤0.01%	377
2019 Q2	$15K	Buy	423 +201	+91%	+$7.32K	﹤0.01%	329
2019 Q1	$8K	Buy	222 +3	+1%	+$108	﹤0.01%	402
2018 Q4	$8K	Buy	219 +159	+265%	+$5.11K	﹤0.01%	393
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	521
2018 Q2	$2K	Buy	60 +1	+2%	+$32	﹤0.01%	537
2018 Q1	$2K	Hold	59	–	–	﹤0.01%	501
2017 Q4	$2K	Hold	59	–	–	﹤0.01%	501
2017 Q3	$2K	Sell	59 -1	-2%	-$41	﹤0.01%	483
2017 Q2	$2K	Buy	60 +1	+2%	+$40	﹤0.01%	486
2017 Q1	$3K	Buy	+59	New	+$2.49K	﹤0.01%	426

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Baystate Wealth Management's ENB Position: Q4 2023 in Review

Baystate Wealth Management increased its Enbridge (ENB) stake by 836% in Q4 2023, buying an estimated $21.7K and bringing the position to 721 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Baystate Wealth Management first reported a position in ENB in Q1 2017 and has held it in 28 quarters since. 1,199 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

Baystate Wealth Management held 721 shares of Enbridge worth $26K as of Q4 2023.
Baystate Wealth Management bought 644 Enbridge shares in Q4 2023, an estimated $21.7K.
Enbridge made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #505 holding.
Baystate Wealth Management first reported a position in Enbridge in Q1 2017 and has held it in 28 quarters since.
1,199 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.