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Encompass Wealth Advisors’s Enbridge ENB Stock Holding History

Encompass Wealth 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
Q3 		– Sell
-9,271
Closed -$371K – 361
2021
Q2 		$371K Sell
9,271
-3,893
-30% -$151K 0.09% 162
2021
Q1 		$513K Buy
+13,164
New +$463K 0.13% 129

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

Encompass Wealth Advisors's ENB Position: Q3 2021 in Review

Encompass Wealth Advisors sold out of Enbridge (ENB) in Q3 2021, closing a stake of 9,271 shares — an estimated $371K sold.

Encompass Wealth Advisors first reported a position in ENB in Q1 2021 and held it in 2 quarters. The position peaked at $513K in Q1 2021. 1,090 funds tracked by Wall St. Rank hold ENB as of Q3 2021.

  • Encompass Wealth Advisors reported no remaining Enbridge position as of Q3 2021 after selling out during the quarter.
  • Encompass Wealth Advisors sold 9,271 Enbridge shares in Q3 2021, an estimated $371K.
  • Encompass Wealth Advisors first reported a position in Enbridge in Q1 2021 and held it in 2 quarters.
  • Encompass Wealth Advisors's Enbridge position peaked at $513K in Q1 2021.
  • 1,090 funds tracked by Wall St. Rank held Enbridge as of Q3 2021.

Based on Encompass Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.