MPS Loria Financial Planners’s Enbridge ENB Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-772	Closed	-$28K	–	251
2021 Q1	$28K	Hold	772	–	–	0.01%	211
2020 Q4	$25K	Buy	772 +18	+2%	+$548	0.01%	212
2020 Q3	$22K	Hold	754	–	–	0.01%	190
2020 Q2	$23K	Buy	+754	New	+$23.2K	0.01%	187
2017 Q3	–	Sell	-1,859	Closed	-$73K	–	158
2017 Q2	$73K	Buy	+1,859	New	+$74.8K	0.05%	126

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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MPS Loria Financial Planners's ENB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Enbridge (ENB) in Q2 2021, closing a stake of 772 shares — an estimated $28K sold.

MPS Loria Financial Planners first reported a position in ENB in Q2 2017 and held it in 5 quarters. The position peaked at $73K in Q2 2017. 1,109 funds tracked by Wall St. Rank hold ENB as of Q2 2021.

MPS Loria Financial Planners reported no remaining Enbridge position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 772 Enbridge shares in Q2 2021, an estimated $28K.
MPS Loria Financial Planners first reported a position in Enbridge in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Enbridge position peaked at $73K in Q2 2017.
1,109 funds tracked by Wall St. Rank held Enbridge as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.