Essex Private Wealth Management’s Enbridge ENB Stock Holding History

Essex Private 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 Q4	–	Sell	-8,259	Closed	-$329K	–	64
2021 Q3	$329K	Sell	8,259 -1,266	-13%	-$49.9K	0.3%	54
2021 Q2	$381K	Sell	9,525 -948	-9%	-$36.7K	0.35%	50
2021 Q1	$381K	Sell	10,473 -1,864	-15%	-$65.5K	0.36%	50
2020 Q4	$394K	Sell	12,337 -11,820	-49%	-$360K	0.38%	46
2020 Q3	$705K	Buy	24,157 +63	+0.3%	+$1.98K	0.73%	29
2020 Q2	$732K	Buy	24,094 +141	+0.6%	+$4.33K	0.85%	26
2020 Q1	$696K	Buy	23,953 +233	+1%	+$8.63K	0.91%	24
2019 Q4	$943K	Buy	+23,720	New	+$886K	0.95%	25

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 $115B AUM 41.58% 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 $45.6B AUM 44.74% 1-Year Est. Return

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

Essex Private Wealth Management's ENB Position: Q4 2021 in Review

Essex Private Wealth Management sold out of Enbridge (ENB) in Q4 2021, closing a stake of 8,259 shares — an estimated $329K sold.

Essex Private Wealth Management first reported a position in ENB in Q4 2019 and held it in 8 quarters. The position peaked at $943K in Q4 2019. 1,184 funds tracked by Wall St. Rank hold ENB as of Q4 2021.

Essex Private Wealth Management reported no remaining Enbridge position as of Q4 2021 after selling out during the quarter.
Essex Private Wealth Management sold 8,259 Enbridge shares in Q4 2021, an estimated $329K.
Essex Private Wealth Management first reported a position in Enbridge in Q4 2019 and held it in 8 quarters.
Essex Private Wealth Management's Enbridge position peaked at $943K in Q4 2019.
1,184 funds tracked by Wall St. Rank held Enbridge as of Q4 2021.

Based on Essex Private Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.