Institute for Wealth Management’s Enbridge ENB Stock Holding History

Institute for Wealth Management’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
2020 Q3	–	Sell	-17,476	Closed	-$532K	–	423
2020 Q2	$532K	Buy	17,476 +9,382	+116%	+$288K	0.13%	218
2020 Q1	$235K	Buy	8,094 +2,359	+41%	+$87.4K	0.07%	333
2019 Q4	$228K	Buy	+5,735	New	+$214K	0.05%	400
2019 Q3	–	Sell	-5,933	Closed	-$214K	–	440
2019 Q2	$214K	Sell	5,933 -48	-0.8%	-$1.75K	0.05%	419
2019 Q1	$217K	Buy	+5,981	New	+$216K	0.05%	398

Other funds holding ENB

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return