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Elm Advisors’s Enbridge ENB Stock Holding History

Elm 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
Q1 		– Sell
-230
Closed -$7K – 139
2020
Q4 		$7K Buy
+230
New +$7K ﹤0.01% 245
2018
Q4 		– Sell
-230
Closed -$7K – 132
2018
Q3 		$7K Buy
+230
New +$8.03K ﹤0.01% 274

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Elm Advisors's ENB Position: Q1 2021 in Review

Elm Advisors sold out of Enbridge (ENB) in Q1 2021, closing a stake of 230 shares — an estimated $7K sold.

Elm Advisors first reported a position in ENB in Q3 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 1,048 funds tracked by Wall St. Rank hold ENB as of Q1 2021.

  • Elm Advisors reported no remaining Enbridge position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 230 Enbridge shares in Q1 2021, an estimated $7K.
  • Elm Advisors first reported a position in Enbridge in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Enbridge position peaked at $7K in Q4 2020.
  • 1,048 funds tracked by Wall St. Rank held Enbridge as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.