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Regent Peak Wealth Advisors’s Enbridge ENB Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-735
Closed -$24K – 394
2020
Q4 		$24K Buy
+735
New +$22.4K 0.01% 420

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Regent Peak Wealth Advisors's ENB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Enbridge (ENB) in Q1 2021, closing a stake of 735 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in ENB in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 1,047 funds tracked by Wall St. Rank hold ENB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Enbridge position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 735 Enbridge shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in Enbridge in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Enbridge position peaked at $24K in Q4 2020.
  • 1,047 funds tracked by Wall St. Rank held Enbridge as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.