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Mountain Capital Investment Advisors’s Enbridge ENB Stock Holding History

Mountain Capital Investment 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
2024
Q1 		– Sell
-21,223
Closed -$790K – 53
2023
Q4 		$790K Sell
21,223
-747
-3% -$25.2K 0.27% 33
2023
Q3 		$734K Sell
21,970
-19,480
-47% -$691K 0.28% 35
2023
Q2 		$1.56M Sell
41,450
-12,015
-22% -$458K 0.59% 31
2023
Q1 		$2.14M Sell
53,465
-2,923
-5% -$115K 0.94% 31
2022
Q4 		$2.31M Buy
56,388
+12,454
+28% +$487K 1.05% 28
2022
Q3 		$1.64M Buy
43,934
+1,898
+5% +$80K 0.86% 35
2022
Q2 		$1.77M Sell
42,036
-244
-0.6% -$10.9K 0.88% 31
2022
Q1 		$1.95M Buy
42,280
+771
+2% +$33K 0.92% 27
2021
Q4 		$1.72M Buy
41,509
+9,173
+28% +$368K 0.78% 38
2021
Q3 		$1.34M Buy
32,336
+501
+2% +$19.8K 0.71% 41
2021
Q2 		$1.27M Sell
31,835
-3,967
-11% -$154K 0.59% 42
2021
Q1 		$1.31M Buy
35,802
+4,578
+15% +$161K 0.66% 45
2020
Q4 		$1.04M Sell
31,224
-1,736
-5% -$52.8K 0.63% 47
2020
Q3 		$978K Buy
+32,960
New +$1.04M 0.63% 61
2017
Q4 		– Sell
-632
Closed -$26K – 146
2017
Q3 		$26K Hold
632
– – 0.02% 159
2017
Q2 		$25K Buy
+632
New +$25.4K 0.02% 183

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mountain Capital Investment Advisors's ENB Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Enbridge (ENB) in Q1 2024, closing a stake of 21,223 shares — an estimated $790K sold.

Mountain Capital Investment Advisors first reported a position in ENB in Q2 2017 and held it in 16 quarters. The position peaked at $2.31M in Q4 2022. 1,220 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Enbridge position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 21,223 Enbridge shares in Q1 2024, an estimated $790K.
  • Mountain Capital Investment Advisors first reported a position in Enbridge in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Enbridge position peaked at $2.31M in Q4 2022.
  • 1,220 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.