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Holistic Financial Partners’s Enbridge ENB Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-1,359
Closed -$43K – 138
2018
Q1 		$43K Buy
1,359
+45
+3% +$1.57K 0.04% 216
2017
Q4 		$51K Buy
+1,314
New +$50.5K 0.04% 198

Other funds holding ENB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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 $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Holistic Financial Partners's ENB Position: Q2 2018 in Review

Holistic Financial Partners sold out of Enbridge (ENB) in Q2 2018, closing a stake of 1,359 shares — an estimated $43K sold.

Holistic Financial Partners first reported a position in ENB in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 829 funds tracked by Wall St. Rank hold ENB as of Q2 2018.

  • Holistic Financial Partners reported no remaining Enbridge position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,359 Enbridge shares in Q2 2018, an estimated $43K.
  • Holistic Financial Partners first reported a position in Enbridge in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Enbridge position peaked at $51K in Q4 2017.
  • 829 funds tracked by Wall St. Rank held Enbridge as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.