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Summit Wealth Group’s Enbridge ENB Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-52
Closed -$2K – 98
2021
Q2 		$2K Buy
+52
New +$2.01K ﹤0.01% 159

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Wealth Group's ENB Position: Q3 2021 in Review

Summit Wealth Group sold out of Enbridge (ENB) in Q3 2021, closing a stake of 52 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in ENB in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 1,090 funds tracked by Wall St. Rank hold ENB as of Q3 2021.

  • Summit Wealth Group reported no remaining Enbridge position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 52 Enbridge shares in Q3 2021, an estimated $2K.
  • Summit Wealth Group first reported a position in Enbridge in Q2 2021 and held it in 1 quarter.
  • Summit Wealth Group's Enbridge position peaked at $2K in Q2 2021.
  • 1,090 funds tracked by Wall St. Rank held Enbridge as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.