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SVA Wealth Management’s Enbridge ENB Stock Holding History

SVA Wealth 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
2020
Q1 		– Sell
-9,616
Closed -$382K – 197
2019
Q4 		$382K Sell
9,616
-603
-6% -$22.5K 0.04% 167
2019
Q3 		$358K Sell
10,219
-2,486
-20% -$86K 0.04% 165
2019
Q2 		$458K Sell
12,705
-5,898
-32% -$215K 0.05% 155
2019
Q1 		$675K Buy
18,603
+1,000
+6% +$36K 0.07% 138
2018
Q4 		$547K Sell
17,603
-495
-3% -$15.9K 0.06% 142
2018
Q3 		$584K Buy
18,098
+531
+3% +$18.5K 0.06% 149
2018
Q2 		$627K Sell
17,567
-36,162
-67% -$1.15M 0.07% 137
2018
Q1 		$2.25M Buy
53,729
+2,779
+5% +$97.3K 0.28% 85
2017
Q4 		$1.99M Sell
50,950
-2,779
-5% -$107K 0.23% 93
2017
Q3 		$2.25M Sell
53,729
-542
-1% -$22K 0.28% 85
2017
Q2 		$2.16M Buy
54,271
+1,807
+3% +$72.7K 0.28% 84
2017
Q1 		$2.19M Buy
52,464
+13,152
+33% +$556K 0.3% 81
2016
Q4 		$1.66M Buy
39,312
+4,695
+14% +$200K 0.25% 91
2016
Q3 		$1.53M Sell
34,617
-17,311
-33% -$726K 0.24% 91
2016
Q2 		$2.2M Sell
51,928
-3,982
-7% -$162K 0.36% 79
2016
Q1 		$2.17M Buy
55,910
+28,215
+102% +$964K 0.36% 75
2015
Q4 		$919K Sell
27,695
-13,706
-33% -$515K 0.16% 116
2015
Q3 		$1.54M Sell
41,401
-99,448
-71% -$4.15M 0.29% 89
2015
Q2 		$6.59M Buy
140,849
+1,815
+1% +$90.1K 1.21% 19
2015
Q1 		$6.74M Buy
139,034
+105,870
+319% +$5.09M 1.23% 20
2014
Q4 		$1.71M Buy
33,164
+1,866
+6% +$87.9K 0.62% 37
2014
Q3 		$1.5M Buy
31,298
+337
+1% +$16.6K 0.64% 37
2014
Q2 		$1.47M Buy
30,961
+330
+1% +$15.6K 0.63% 41
2014
Q1 		$1.39M Buy
30,631
+3,221
+12% +$139K 0.66% 37
2013
Q4 		$1.2M Buy
+27,410
New +$1.16M 0.71% 37

Other funds holding ENB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SVA Wealth Management's ENB Position: Q1 2020 in Review

SVA Wealth Management sold out of Enbridge (ENB) in Q1 2020, closing a stake of 9,616 shares — an estimated $382K sold.

SVA Wealth Management first reported a position in ENB in Q4 2013 and held it in 25 quarters. The position peaked at $6.74M in Q1 2015. 972 funds tracked by Wall St. Rank hold ENB as of Q1 2020.

  • SVA Wealth Management reported no remaining Enbridge position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 9,616 Enbridge shares in Q1 2020, an estimated $382K.
  • SVA Wealth Management first reported a position in Enbridge in Q4 2013 and held it in 25 quarters.
  • SVA Wealth Management's Enbridge position peaked at $6.74M in Q1 2015.
  • 972 funds tracked by Wall St. Rank held Enbridge as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.