Lenox Wealth Management’s Enbridge ENB Stock Holding History

Lenox 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 Q2	$65K	Sell	2,139 -75	-3%	-$2.3K	0.02%	229
2020 Q1	$64K	Buy	2,214 +31	+1%	+$1.15K	0.02%	221
2019 Q4	$87K	Buy	2,183 +37	+2%	+$1.38K	0.02%	232
2019 Q3	$75K	Buy	2,146 +170	+9%	+$5.88K	0.02%	232
2019 Q2	$71K	Buy	1,976 +230	+13%	+$8.38K	0.02%	218
2019 Q1	$63K	Buy	1,746 +885	+103%	+$31.9K	0.02%	225
2018 Q4	$27K	Sell	861 -133	-13%	-$4.28K	0.01%	255
2018 Q3	$32K	Hold	994	–	–	0.01%	264
2018 Q2	$35K	Buy	994 +512	+106%	+$16.2K	0.01%	239
2018 Q1	$15K	Hold	482	–	–	﹤0.01%	330
2017 Q4	$19K	Hold	482	–	–	0.01%	319
2017 Q3	$20K	Hold	482	–	–	0.01%	322
2017 Q2	$19K	Buy	+482	New	+$19.4K	0.01%	314

Other funds holding ENB

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Lenox Wealth Management's ENB Position: Q2 2020 in Review

Lenox Wealth Management reduced its Enbridge (ENB) stake by 3.4% in Q2 2020, selling an estimated $2.3K and leaving 2,139 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #229.

Lenox Wealth Management first reported a position in ENB in Q2 2017 and has held it in 13 quarters since. The position peaked at $87K in Q4 2019. 966 funds tracked by Wall St. Rank hold ENB as of Q2 2020.

Lenox Wealth Management held 2,139 shares of Enbridge worth $65K as of Q2 2020.
Lenox Wealth Management sold 75 Enbridge shares in Q2 2020, an estimated $2.3K.
Enbridge made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #229 holding.
Lenox Wealth Management first reported a position in Enbridge in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Enbridge position peaked at $87K in Q4 2019.
966 funds tracked by Wall St. Rank held Enbridge as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.