Lenox Wealth Advisors’s Enbridge ENB Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$31K	Sell	653 -65	-9%	-$2.78K	﹤0.01%	317
2021 Q4	$28K	Hold	718	–	–	﹤0.01%	343
2021 Q3	$29K	Sell	718 -196	-21%	-$7.73K	﹤0.01%	309
2021 Q2	$37K	Buy	914 +421	+85%	+$16.3K	﹤0.01%	273
2021 Q1	$18K	Sell	493 -65	-12%	-$2.29K	﹤0.01%	328
2020 Q4	$18K	Buy	558 +130	+30%	+$3.96K	﹤0.01%	334
2020 Q3	$12K	Hold	428	–	–	﹤0.01%	352
2020 Q2	$13K	Sell	428 -76	-15%	-$2.33K	﹤0.01%	344
2020 Q1	$15K	Buy	504 +76	+18%	+$2.82K	﹤0.01%	303
2019 Q4	$17K	Hold	428	–	–	﹤0.01%	358
2019 Q3	$15K	Buy	+428	New	+$14.8K	﹤0.01%	324
2019 Q2	–	Sell	-30	Closed	-$1K	–	459
2019 Q1	$1K	Buy	+30	New	+$1.08K	﹤0.01%	580
2018 Q3	–	Sell	-106	Closed	-$4K	–	447
2018 Q2	$4K	Buy	+106	New	+$3.36K	﹤0.01%	469
2017 Q4	–	Sell	-47	Closed	-$2K	–	405
2017 Q3	$2K	Buy	+47	New	+$1.91K	﹤0.01%	154

Other funds holding ENB

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Lenox Wealth Advisors's ENB Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Enbridge (ENB) stake by 9.1% in Q1 2022, selling an estimated $2.78K and leaving 653 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Lenox Wealth Advisors first reported a position in ENB in Q3 2017 and has held it in 14 quarters since. The position peaked at $37K in Q2 2021. 1,204 funds tracked by Wall St. Rank hold ENB as of Q1 2022.

Lenox Wealth Advisors held 653 shares of Enbridge worth $31K as of Q1 2022.
Lenox Wealth Advisors sold 65 Enbridge shares in Q1 2022, an estimated $2.78K.
Enbridge made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #317 holding.
Lenox Wealth Advisors first reported a position in Enbridge in Q3 2017 and has held it in 14 quarters since.
Lenox Wealth Advisors's Enbridge position peaked at $37K in Q2 2021.
1,204 funds tracked by Wall St. Rank held Enbridge as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.