Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,242
Closed -$240K 427
2023
Q3
$240K Buy
+7,242
New +$257K 0.01% 355
2023
Q1
Sell
-5,125
Closed -$200K 383
2022
Q4
$200K Sell
5,125
-3,963
-44% -$155K 0.01% 367
2022
Q3
$337K Buy
+9,088
New +$383K 0.02% 290
2022
Q2
Sell
-8,905
Closed -$410K 388
2022
Q1
$410K Sell
8,905
-388
-4% -$16.6K 0.02% 270
2021
Q4
$363K Hold
9,293
0.02% 287
2021
Q3
$370K Sell
9,293
-629
-6% -$24.8K 0.02% 280
2021
Q2
$397K Buy
9,922
+892
+10% +$34.5K 0.02% 276
2021
Q1
$329K Sell
9,030
-1
-0% -$35 0.02% 265
2020
Q4
$289K Buy
9,031
+196
+2% +$5.96K 0.02% 244
2020
Q3
$258K Sell
8,835
-8
-0.1% -$252 0.02% 208
2020
Q2
$269K Buy
8,843
+308
+4% +$9.46K 0.02% 204
2020
Q1
$248K Sell
8,535
-702
-8% -$26K 0.02% 188
2019
Q4
$367K Buy
9,237
+229
+3% +$8.55K 0.03% 176
2019
Q3
$316K Buy
9,008
+393
+5% +$13.6K 0.03% 179
2019
Q2
$311K Hold
8,615
0.03% 182
2019
Q1
$312K Buy
8,615
+178
+2% +$6.42K 0.03% 182
2018
Q4
$262K Hold
8,437
0.03% 190
2018
Q3
$272K Sell
8,437
-1,630
-16% -$56.9K 0.03% 202
2018
Q2
$359K Hold
10,067
0.04% 170
2018
Q1
$317K Sell
10,067
-115
-1% -$4.03K 0.04% 176
2017
Q4
$398K Sell
10,182
-4,805
-32% -$185K 0.05% 153
2017
Q3
$627K Hold
14,987
0.08% 124
2017
Q2
$597K Buy
14,987
+19
+0.1% +$765 0.08% 125
2017
Q1
$626K Buy
+14,968
New +$632K 0.08% 120

Other funds holding ENB

GW & Wade's ENB Position: Q4 2023 in Review

GW & Wade sold out of Enbridge (ENB) in Q4 2023, closing a stake of 7,242 shares — an estimated $240K sold.

GW & Wade first reported a position in ENB in Q1 2017 and held it in 24 quarters. The position peaked at $627K in Q3 2017. 1,197 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

  • GW & Wade reported no remaining Enbridge position as of Q4 2023 after selling out during the quarter.
  • GW & Wade sold 7,242 Enbridge shares in Q4 2023, an estimated $240K.
  • GW & Wade first reported a position in Enbridge in Q1 2017 and held it in 24 quarters.
  • GW & Wade's Enbridge position peaked at $627K in Q3 2017.
  • 1,197 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.