Liberty Wealth Management’s Enbridge ENB Stock Holding History

Liberty 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
2021 Q4	–	Sell	-4,131	Closed	-$169K	–	437
2021 Q3	$169K	Buy	+4,131	New	+$163K	0.06%	191
2021 Q2	–	Sell	-1,835	Closed	-$62K	–	1090
2021 Q1	$62K	Hold	1,835	–	–	0.03%	244
2020 Q4	$62K	Buy	+1,835	New	+$55.8K	0.03%	242
2020 Q3	–	Sell	-1,084	Closed	-$33K	–	880
2020 Q2	$33K	Sell	1,084 -174	-14%	-$5.35K	0.02%	294
2020 Q1	$37K	Buy	1,258 +166	+15%	+$6.15K	0.03%	249
2019 Q4	$43K	Buy	1,092 +28	+3%	+$1.05K	0.03%	275
2019 Q3	$37K	Buy	1,064 +422	+66%	+$14.6K	0.04%	282
2019 Q2	$23K	Buy	642 +449	+233%	+$16.4K	0.02%	391
2019 Q1	$6K	Buy	+193	New	+$6.96K	﹤0.01%	507

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Liberty Wealth Management's ENB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Enbridge (ENB) in Q4 2021, closing a stake of 4,131 shares — an estimated $169K sold.

Liberty Wealth Management first reported a position in ENB in Q1 2019 and held it in 9 quarters. The position peaked at $169K in Q3 2021. 1,184 funds tracked by Wall St. Rank hold ENB as of Q4 2021.

Liberty Wealth Management reported no remaining Enbridge position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 4,131 Enbridge shares in Q4 2021, an estimated $169K.
Liberty Wealth Management first reported a position in Enbridge in Q1 2019 and held it in 9 quarters.
Liberty Wealth Management's Enbridge position peaked at $169K in Q3 2021.
1,184 funds tracked by Wall St. Rank held Enbridge as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.