JWM
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Jeppson Wealth Management’s Enbridge ENB Stock Holding History

Jeppson 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
Q4 		– Sell
-500
Closed -$15K – 221
2020
Q3 		$15K Buy
+500
New +$15.7K 0.01% 355

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jeppson Wealth Management's ENB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Enbridge (ENB) in Q4 2020, closing a stake of 500 shares — an estimated $15K sold.

Jeppson Wealth Management first reported a position in ENB in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,015 funds tracked by Wall St. Rank hold ENB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Enbridge position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 500 Enbridge shares in Q4 2020, an estimated $15K.
  • Jeppson Wealth Management first reported a position in Enbridge in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Enbridge position peaked at $15K in Q3 2020.
  • 1,015 funds tracked by Wall St. Rank held Enbridge as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.