TrueWealth LLC’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$165K Hold
5,424
0.07% 154
2020
Q1
$158K Hold
5,424
0.08% 140
2019
Q4
$216K Hold
5,424
0.09% 131
2019
Q3
$190K Hold
5,424
0.08% 139
2019
Q2
$196K Hold
5,424
0.09% 136
2019
Q1
$197K Hold
5,424
0.09% 138
2018
Q4
$169K Hold
5,424
0.09% 141
2018
Q3
$175K Buy
5,424
+49
+0.9% +$1.71K 0.08% 148
2018
Q2
$192K Hold
5,375
0.09% 135
2018
Q1
$169K Hold
5,375
0.09% 141
2017
Q4
$210K Buy
+5,375
New +$207K 0.1% 127

Other funds holding ENB

TrueWealth LLC's ENB Position: Q2 2020 in Review

TrueWealth LLC held its Enbridge (ENB) position steady in Q2 2020 at 5,424 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #154.

TrueWealth LLC first reported a position in ENB in Q4 2017 and has held it in 11 quarters since. The position peaked at $216K in Q4 2019. 966 funds tracked by Wall St. Rank hold ENB as of Q2 2020.

  • TrueWealth LLC held 5,424 shares of Enbridge worth $165K as of Q2 2020.
  • TrueWealth LLC left its Enbridge share count unchanged in Q2 2020.
  • Enbridge made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #154 holding.
  • TrueWealth LLC first reported a position in Enbridge in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Enbridge position peaked at $216K in Q4 2019.
  • 966 funds tracked by Wall St. Rank held Enbridge as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.