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Jacobus Wealth Management’s Enbridge ENB Stock Holding History

Jacobus 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
2017
Q3 		$493K Hold
11,773
– – 0.13% 109
2017
Q2 		$469K Hold
11,773
– – 0.13% 110
2017
Q1 		$493K Buy
+11,773
New +$497K 0.14% 104

Other funds holding ENB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
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

Jacobus Wealth Management's ENB Position: Q3 2017 in Review

Jacobus Wealth Management held its Enbridge (ENB) position steady in Q3 2017 at 11,773 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #109.

Jacobus Wealth Management first reported a position in ENB in Q1 2017 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold ENB as of Q3 2017.

  • Jacobus Wealth Management held 11,773 shares of Enbridge worth $493K as of Q3 2017.
  • Jacobus Wealth Management left its Enbridge share count unchanged in Q3 2017.
  • Enbridge made up 0.13% of Jacobus Wealth Management's portfolio in Q3 2017, its #109 holding.
  • Jacobus Wealth Management first reported a position in Enbridge in Q1 2017 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Enbridge as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.