PWAG
ENB icon

Polaris Wealth Advisory Group’s Enbridge ENB Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-757
Closed -$24K – 235
2018
Q3 		$24K Buy
+757
New +$26.4K ﹤0.01% 307
2018
Q2 		– Sell
-757
Closed -$24K – 308
2018
Q1 		$24K Buy
+757
New +$26.5K ﹤0.01% 281

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Polaris Wealth Advisory Group's ENB Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Enbridge (ENB) in Q4 2018, closing a stake of 757 shares — an estimated $24K sold.

Polaris Wealth Advisory Group first reported a position in ENB in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 964 funds tracked by Wall St. Rank hold ENB as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Enbridge position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 757 Enbridge shares in Q4 2018, an estimated $24K.
  • Polaris Wealth Advisory Group first reported a position in Enbridge in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Enbridge position peaked at $24K in Q3 2018.
  • 964 funds tracked by Wall St. Rank held Enbridge as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.