Mosaic Family Wealth’s Enbridge ENB Stock Holding History

Mosaic Family Wealth’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	$272K	Buy	6,972 +53	+0.8%	+$2.13K	0.07%	143
2021 Q3	$275K	Hold	6,919	–	–	0.08%	139
2021 Q2	$277K	Hold	6,919	–	–	0.08%	133
2021 Q1	$252K	Buy	+6,919	New	+$243K	0.07%	137
2020 Q3	–	Sell	-8,022	Closed	-$244K	–	142
2020 Q2	$244K	Hold	8,022	–	–	0.1%	122
2020 Q1	$233K	Sell	8,022 -590	-7%	-$21.9K	0.12%	112
2019 Q4	$342K	Buy	8,612 +138	+2%	+$5.15K	0.14%	103
2019 Q3	$297K	Sell	8,474 -215	-2%	-$7.43K	0.12%	122
2019 Q2	$313K	Sell	8,689 -1,015	-10%	-$37K	0.13%	123
2019 Q1	$352K	Sell	9,704 -401	-4%	-$14.5K	0.14%	100
2018 Q4	$314K	Buy	10,105 +3,781	+60%	+$122K	0.13%	109
2018 Q3	$206K	Sell	6,324 -100	-2%	-$3.49K	0.08%	151
2018 Q2	$229K	Sell	6,424 -1,427	-18%	-$45.2K	0.09%	155
2018 Q1	$247K	Sell	7,851 -451	-5%	-$15.8K	0.09%	140
2017 Q4	$325K	Sell	8,302 -3,986	-32%	-$153K	0.12%	124
2017 Q3	$514K	Buy	12,288 +931	+8%	+$37.9K	0.2%	96
2017 Q2	$452K	Sell	11,357 -1,534	-12%	-$61.8K	0.19%	95
2017 Q1	$539K	Buy	+12,891	New	+$545K	0.23%	79

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $109B AUM 35.56% 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 $432B AUM 29.4% 1-Year Est. Return

Mosaic Family Wealth's ENB Position: Q4 2021 in Review

Mosaic Family Wealth increased its Enbridge (ENB) stake by 0.77% in Q4 2021, buying an estimated $2.13K and bringing the position to 6,972 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #143.

Mosaic Family Wealth first reported a position in ENB in Q1 2017 and has held it in 18 quarters since. The position peaked at $539K in Q1 2017. 1,184 funds tracked by Wall St. Rank hold ENB as of Q4 2021.

Mosaic Family Wealth held 6,972 shares of Enbridge worth $272K as of Q4 2021.
Mosaic Family Wealth bought 53 Enbridge shares in Q4 2021, an estimated $2.13K.
Enbridge made up 0.07% of Mosaic Family Wealth's portfolio in Q4 2021, its #143 holding.
Mosaic Family Wealth first reported a position in Enbridge in Q1 2017 and has held it in 18 quarters since.
Mosaic Family Wealth's Enbridge position peaked at $539K in Q1 2017.
1,184 funds tracked by Wall St. Rank held Enbridge as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.