Clear Perspective Advisors’s Enbridge ENB Stock Holding History

Clear Perspective 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 Q4	$950K	Buy	24,284 +230	+1%	+$9.22K	0.29%	60
2021 Q3	$958K	Sell	24,054 -704	-3%	-$27.8K	0.33%	58
2021 Q2	$992K	Buy	24,758 +25	+0.1%	+$967	0.34%	55
2021 Q1	$900K	Buy	24,733 +1,721	+7%	+$60.5K	0.35%	58
2020 Q4	$736K	Buy	23,012 +324	+1%	+$9.86K	0.3%	60
2020 Q3	$1.76K	Buy	22,688 +829	+4%	+$26.1K	0.83%	21
2020 Q2	$665K	Buy	21,859 +1,670	+8%	+$51.3K	0.36%	50
2020 Q1	$587K	Sell	20,189 -5,715	-22%	-$212K	0.39%	53
2019 Q4	$1.03M	Sell	25,904 -407	-2%	-$15.2K	0.64%	40
2019 Q3	$923K	Buy	26,311 +27	+0.1%	+$934	0.42%	54
2019 Q2	$948K	Buy	26,284 +128	+0.5%	+$4.66K	0.61%	39
2019 Q1	$970K	Buy	26,156 +621	+2%	+$22.4K	0.69%	37
2018 Q4	$794K	Sell	25,535 -2,180	-8%	-$70.1K	0.66%	39
2018 Q3	$895K	Buy	27,715 +653	+2%	+$22.8K	0.66%	41
2018 Q2	$966K	Buy	27,062 +9,342	+53%	+$296K	0.68%	33
2018 Q1	$558K	Buy	17,720 +7,217	+69%	+$253K	0.42%	72
2017 Q4	$411K	Buy	10,503 +4,800	+84%	+$185K	0.31%	84
2017 Q3	$239K	Sell	5,703 -252	-4%	-$10.2K	0.2%	119
2017 Q2	$237K	Hold	5,955	–	–	0.2%	113
2017 Q1	$249K	Buy	+5,955	New	+$252K	0.16%	106

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Clear Perspective Advisors's ENB Position: Q4 2021 in Review

Clear Perspective Advisors increased its Enbridge (ENB) stake by 0.96% in Q4 2021, buying an estimated $9.22K and bringing the position to 24,284 shares worth $950K. The position accounts for 0.29% of the portfolio, ranked #60.

Clear Perspective Advisors first reported a position in ENB in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.03M in Q4 2019. 1,184 funds tracked by Wall St. Rank hold ENB as of Q4 2021.

Clear Perspective Advisors held 24,284 shares of Enbridge worth $950K as of Q4 2021.
Clear Perspective Advisors bought 230 Enbridge shares in Q4 2021, an estimated $9.22K.
Enbridge made up 0.29% of Clear Perspective Advisors's portfolio in Q4 2021, its #60 holding.
Clear Perspective Advisors first reported a position in Enbridge in Q1 2017 and has held it in 20 quarters since.
Clear Perspective Advisors's Enbridge position peaked at $1.03M in Q4 2019.
1,184 funds tracked by Wall St. Rank held Enbridge as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.