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Sound View Wealth Advisors’s Enbridge ENB Stock Holding History

Sound View 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
2019
Q1 		$317K Sell
8,739
-1,933
-18% -$69.7K 0.1% 179
2018
Q4 		$332K Buy
+10,672
New +$343K 0.12% 159

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 $40.9B AUM 35.96% 1-Year Est. Return

Sound View Wealth Advisors's ENB Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Enbridge (ENB) stake by 18% in Q1 2019, selling an estimated $69.7K and leaving 8,739 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #179.

Sound View Wealth Advisors first reported a position in ENB in Q4 2018 and has held it in 2 quarters since. The position peaked at $332K in Q4 2018. 1,001 funds tracked by Wall St. Rank hold ENB as of Q1 2019.

  • Sound View Wealth Advisors held 8,739 shares of Enbridge worth $317K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,933 Enbridge shares in Q1 2019, an estimated $69.7K.
  • Enbridge made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #179 holding.
  • Sound View Wealth Advisors first reported a position in Enbridge in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Enbridge position peaked at $332K in Q4 2018.
  • 1,001 funds tracked by Wall St. Rank held Enbridge as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.