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Heritage Financial Services’s Enbridge ENB Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-98
Closed -$4K – 186
2022
Q2 		$4K Buy
+98
New +$4.38K ﹤0.01% 362

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Bank of Nova Scotia
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1832 Asset Management
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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Heritage Financial Services's ENB Position: Q3 2022 in Review

Heritage Financial Services sold out of Enbridge (ENB) in Q3 2022, closing a stake of 98 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in ENB in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 1,172 funds tracked by Wall St. Rank hold ENB as of Q3 2022.

  • Heritage Financial Services reported no remaining Enbridge position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 98 Enbridge shares in Q3 2022, an estimated $4K.
  • Heritage Financial Services first reported a position in Enbridge in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Enbridge position peaked at $4K in Q2 2022.
  • 1,172 funds tracked by Wall St. Rank held Enbridge as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.