Pathstone Family Office’s Enbridge ENB Stock Holding History

Pathstone Family Office’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
2023 Q3	$2.02M	Buy	+60,840	New	+$2.16M	0.02%	473
2023 Q1	–	Sell	-6,791	Closed	-$254K	–	1306
2022 Q4	$254K	Sell	6,791 -505	-7%	-$19.8K	﹤0.01%	1296
2022 Q3	$271K	Buy	+7,296	New	+$308K	﹤0.01%	1249
2021 Q1	–	Sell	-5,896	Closed	-$189K	–	872
2020 Q4	$189K	Sell	5,896 -55	-0.9%	-$1.67K	0.01%	266
2020 Q3	$174K	Buy	+5,951	New	+$187K	0.02%	214
2020 Q2	–	Sell	-541	Closed	-$16K	–	786
2020 Q1	$16K	Buy	+541	New	+$20.1K	﹤0.01%	442
2019 Q4	–	Sell	-377	Closed	-$13K	–	488
2019 Q3	$13K	Buy	+377	New	+$13K	﹤0.01%	449
2018 Q2	–	Sell	-159	Closed	-$5K	–	206
2018 Q1	$5K	Buy	+159	New	+$5.57K	﹤0.01%	281
2017 Q2	–	Sell	-36	Closed	-$2K	–	465
2017 Q1	$2K	Buy	+36	New	+$1.52K	﹤0.01%	377

Other funds holding ENB

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

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