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Capstone Financial Advisors’s Enbridge ENB Stock Holding History

Capstone Financial 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
2024
Q1 		– Sell
-6,984
Closed -$252K – 154
2023
Q4 		$252K Hold
6,984
– – 0.02% 116
2023
Q3 		$234K Buy
+6,984
New +$248K 0.02% 115

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Capstone Financial Advisors's ENB Position: Q1 2024 in Review

Capstone Financial Advisors sold out of Enbridge (ENB) in Q1 2024, closing a stake of 6,984 shares — an estimated $252K sold.

Capstone Financial Advisors first reported a position in ENB in Q3 2023 and held it in 2 quarters. The position peaked at $252K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

  • Capstone Financial Advisors reported no remaining Enbridge position as of Q1 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 6,984 Enbridge shares in Q1 2024, an estimated $252K.
  • Capstone Financial Advisors first reported a position in Enbridge in Q3 2023 and held it in 2 quarters.
  • Capstone Financial Advisors's Enbridge position peaked at $252K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Capstone Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.