HWP
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Hefty Wealth Partners’s Enbridge ENB Stock Holding History

Hefty Wealth Partners’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
2017
Q2 		– Sell
-191
Closed -$7K – 250
2017
Q1 		$7K Buy
+191
New +$8.07K 0.01% 182

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Hefty Wealth Partners's ENB Position: Q2 2017 in Review

Hefty Wealth Partners sold out of Enbridge (ENB) in Q2 2017, closing a stake of 191 shares — an estimated $7K sold.

Hefty Wealth Partners first reported a position in ENB in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 800 funds tracked by Wall St. Rank hold ENB as of Q2 2017.

  • Hefty Wealth Partners reported no remaining Enbridge position as of Q2 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 191 Enbridge shares in Q2 2017, an estimated $7K.
  • Hefty Wealth Partners first reported a position in Enbridge in Q1 2017 and held it in 1 quarter.
  • Hefty Wealth Partners's Enbridge position peaked at $7K in Q1 2017.
  • 800 funds tracked by Wall St. Rank held Enbridge as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.