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Litman Gregory Wealth Management’s Enbridge ENB Stock Holding History

Litman Gregory 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
Q1 		– Sell
-61
Closed -$2K – 181
2019
Q4 		$2K Buy
+61
New +$2.28K ﹤0.01% 196
2019
Q3 		– Sell
-134
Closed -$5K – 228
2019
Q2 		$5K Buy
+134
New +$4.88K ﹤0.01% 174

Other funds holding ENB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Litman Gregory Wealth Management's ENB Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Enbridge (ENB) in Q1 2020, closing a stake of 61 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in ENB in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 972 funds tracked by Wall St. Rank hold ENB as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Enbridge position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 61 Enbridge shares in Q1 2020, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in Enbridge in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Enbridge position peaked at $5K in Q2 2019.
  • 972 funds tracked by Wall St. Rank held Enbridge as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.