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KMS Financial Services’s Enbridge ENB Stock Holding History

KMS Financial Services’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
2014
Q3 		$521K Buy
10,891
+974
+10% +$48.1K 0.07% 253
2014
Q2 		$471K Sell
9,917
-100
-1% -$4.74K 0.07% 289
2014
Q1 		$456K Buy
10,017
+1,235
+14% +$53.3K 0.07% 281
2013
Q4 		$384K Buy
+8,782
New +$370K 0.06% 321

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KMS Financial Services's ENB Position: Q3 2014 in Review

KMS Financial Services increased its Enbridge (ENB) stake by 9.8% in Q3 2014, buying an estimated $48.1K and bringing the position to 10,891 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #253.

KMS Financial Services first reported a position in ENB in Q4 2013 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold ENB as of Q3 2014.

  • KMS Financial Services held 10,891 shares of Enbridge worth $521K as of Q3 2014.
  • KMS Financial Services bought 974 Enbridge shares in Q3 2014, an estimated $48.1K.
  • Enbridge made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #253 holding.
  • KMS Financial Services first reported a position in Enbridge in Q4 2013 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held Enbridge as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.