Charter Oak Capital Management’s Enbridge ENB Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-1,229	Closed	-$52K	–	365
2022 Q2	$52K	Hold	1,229	–	–	0.01%	324
2022 Q1	$57K	Hold	1,229	–	–	0.01%	341
2021 Q4	$48K	Hold	1,229	–	–	0.01%	358
2021 Q3	$49K	Hold	1,229	–	–	0.01%	329
2021 Q2	$49K	Hold	1,229	–	–	0.01%	317
2021 Q1	$45K	Hold	1,229	–	–	0.01%	324
2020 Q4	$39K	Buy	+1,229	New	+$37.4K	0.01%	322

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Charter Oak Capital Management's ENB Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Enbridge (ENB) in Q3 2022, closing a stake of 1,229 shares — an estimated $52K sold.

Charter Oak Capital Management first reported a position in ENB in Q4 2020 and held it in 7 quarters. The position peaked at $57K in Q1 2022. 1,172 funds tracked by Wall St. Rank hold ENB as of Q3 2022.

Charter Oak Capital Management reported no remaining Enbridge position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,229 Enbridge shares in Q3 2022, an estimated $52K.
Charter Oak Capital Management first reported a position in Enbridge in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Enbridge position peaked at $57K in Q1 2022.
1,172 funds tracked by Wall St. Rank held Enbridge as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.