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Cypress Point Wealth Management’s Enbridge ENB Stock Holding History

Cypress Point 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
2021
Q3 		– Sell
-275
Closed -$11K – 172
2021
Q2 		$11K Buy
+275
New +$10.6K 0.01% 131
2021
Q1 		– Sell
-36,592
Closed -$1.17M – 133
2020
Q4 		$1.17M Buy
+36,592
New +$1.11M 1.78% 11

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cypress Point Wealth Management's ENB Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Enbridge (ENB) in Q3 2021, closing a stake of 275 shares — an estimated $11K sold.

Cypress Point Wealth Management first reported a position in ENB in Q4 2020 and held it in 2 quarters. The position peaked at $1.17M in Q4 2020. 1,090 funds tracked by Wall St. Rank hold ENB as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Enbridge position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 275 Enbridge shares in Q3 2021, an estimated $11K.
  • Cypress Point Wealth Management first reported a position in Enbridge in Q4 2020 and held it in 2 quarters.
  • Cypress Point Wealth Management's Enbridge position peaked at $1.17M in Q4 2020.
  • 1,090 funds tracked by Wall St. Rank held Enbridge as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.