Peak Financial Management’s Enbridge ENB Stock Holding History

Peak Financial 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
2022 Q2	–	Sell	-4,486	Closed	-$207K	–	72
2022 Q1	$207K	Buy	+4,486	New	+$192K	0.07%	72
2020 Q3	–	Sell	-7,956	Closed	-$242K	–	60
2020 Q2	$242K	Buy	7,956 +37	+0.5%	+$1.14K	0.11%	52
2020 Q1	$230K	Buy	7,919 +86	+1%	+$3.19K	0.12%	50
2019 Q4	$312K	Hold	7,833	–	–	0.13%	49
2019 Q3	$275K	Hold	7,833	–	–	0.12%	51
2019 Q2	$283K	Hold	7,833	–	–	0.13%	51
2019 Q1	$284K	Hold	7,833	–	–	0.13%	50
2018 Q4	$243K	Sell	7,833 -2,409	-24%	-$77.5K	0.12%	50
2018 Q3	$331K	Buy	10,242 +267	+3%	+$9.32K	0.15%	43
2018 Q2	$356K	Hold	9,975	–	–	0.16%	42
2018 Q1	$314K	Sell	9,975 -3,805	-28%	-$133K	0.15%	41
2017 Q4	$539K	Buy	+13,780	New	+$530K	0.2%	33

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Peak Financial Management's ENB Position: Q2 2022 in Review

Peak Financial Management sold out of Enbridge (ENB) in Q2 2022, closing a stake of 4,486 shares — an estimated $207K sold.

Peak Financial Management first reported a position in ENB in Q4 2017 and held it in 12 quarters. The position peaked at $539K in Q4 2017. 1,222 funds tracked by Wall St. Rank hold ENB as of Q2 2022.

Peak Financial Management reported no remaining Enbridge position as of Q2 2022 after selling out during the quarter.
Peak Financial Management sold 4,486 Enbridge shares in Q2 2022, an estimated $207K.
Peak Financial Management first reported a position in Enbridge in Q4 2017 and held it in 12 quarters.
Peak Financial Management's Enbridge position peaked at $539K in Q4 2017.
1,222 funds tracked by Wall St. Rank held Enbridge as of Q2 2022.

Based on Peak Financial Management's 13F filing for Q2 2022, filed 29 Jul 2022.