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Houlihan Financial Resource Group’s Enbridge ENB Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-18,538
Closed -$707K – 114
2023
Q2 		$707K Buy
+18,538
New +$707K 0.02% 100
2020
Q3 		$9K Buy
+299
New +$9.41K 0.01% 278

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Houlihan Financial Resource Group's ENB Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Enbridge (ENB) in Q3 2023, closing a stake of 18,538 shares — an estimated $707K sold.

Houlihan Financial Resource Group first reported a position in ENB in Q3 2020 and held it in 2 quarters. The position peaked at $707K in Q2 2023. 1,165 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Enbridge position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 18,538 Enbridge shares in Q3 2023, an estimated $707K.
  • Houlihan Financial Resource Group first reported a position in Enbridge in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Enbridge position peaked at $707K in Q2 2023.
  • 1,165 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.