Berman Capital Advisors’s Enbridge ENB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$9K	Buy	240 +33	+16%	+$1.3K	﹤0.01%	1217
2021 Q2	$8K	Buy	207 +51	+33%	+$1.97K	﹤0.01%	1192
2021 Q1	$5K	Buy	156 +62	+66%	+$2.18K	﹤0.01%	1260
2020 Q4	$3K	Buy	94 +71	+309%	+$2.16K	﹤0.01%	1286
2020 Q3	$0	Buy	+23	New	+$724	﹤0.01%	1637
2020 Q2	–	Sell	-2,655	Closed	-$81.6K	–	1657
2020 Q1	$76K	Buy	2,655 +964	+57%	+$35.7K	0.02%	234
2019 Q4	$66K	Buy	1,691 +705	+72%	+$26.3K	0.02%	274
2019 Q3	$34K	Sell	986 -268	-21%	-$9.27K	0.01%	372
2019 Q2	$44K	Buy	1,254 +207	+20%	+$7.54K	0.01%	325
2019 Q1	$37K	Buy	1,047 +447	+75%	+$16.1K	0.01%	321
2018 Q4	$18K	Buy	+600	New	+$19.3K	0.01%	402

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Berman Capital Advisors's ENB Position: Q3 2021 in Review

Berman Capital Advisors increased its Enbridge (ENB) stake by 16% in Q3 2021, buying an estimated $1.3K and bringing the position to 240 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Berman Capital Advisors first reported a position in ENB in Q4 2018 and has held it in 11 quarters since. The position peaked at $76K in Q1 2020. 1,091 funds tracked by Wall St. Rank hold ENB as of Q3 2021.

Berman Capital Advisors held 240 shares of Enbridge worth $9K as of Q3 2021.
Berman Capital Advisors bought 33 Enbridge shares in Q3 2021, an estimated $1.3K.
Enbridge made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1217 holding.
Berman Capital Advisors first reported a position in Enbridge in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Enbridge position peaked at $76K in Q1 2020.
1,091 funds tracked by Wall St. Rank held Enbridge as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.