Rockbridge Investment Management’s Enbridge ENB Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-50	Closed	-$1.8K	–	275
2023 Q4	$1.8K	Buy	+50	New	+$1.69K	﹤0.01%	562
2022 Q3	–	Sell	-335	Closed	-$14.2K	–	261
2022 Q2	$14.2K	Hold	335	–	–	﹤0.01%	333
2022 Q1	$15.5K	Sell	335 -118	-26%	-$5.05K	﹤0.01%	441
2021 Q4	$18K	Hold	453	–	–	﹤0.01%	492
2021 Q3	$18K	Buy	453 +50	+12%	+$1.97K	﹤0.01%	458
2021 Q2	$16K	Hold	403	–	–	﹤0.01%	462
2021 Q1	$15K	Hold	403	–	–	﹤0.01%	454
2020 Q4	$13K	Sell	403 -169	-30%	-$5.14K	﹤0.01%	473
2020 Q3	$17K	Sell	572 -443	-44%	-$13.9K	﹤0.01%	407
2020 Q2	$31K	Buy	+1,015	New	+$31.2K	0.01%	284

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

TD Asset Management

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

1832 Asset Management

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

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

Bank of Nova Scotia

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

CIBC World Market

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

CIBC Asset Management

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return