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Valmark Advisers’s Enbridge ENB Stock Holding History

Valmark Advisers’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
-5,882
Closed -$212K – 541
2023
Q4 		$212K Sell
5,882
-1,240
-17% -$41.8K ﹤0.01% 478
2023
Q3 		$239K Buy
7,122
+162
+2% +$5.75K 0.01% 432
2023
Q2 		$259K Buy
6,960
+695
+11% +$26.5K 0.01% 426
2023
Q1 		$239K Buy
6,265
+16
+0.3% +$628 0.01% 429
2022
Q4 		$244K Buy
+6,249
New +$244K 0.01% 398

Other funds holding ENB

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Valmark Advisers's ENB Position: Q1 2024 in Review

Valmark Advisers sold out of Enbridge (ENB) in Q1 2024, closing a stake of 5,882 shares — an estimated $212K sold.

Valmark Advisers first reported a position in ENB in Q4 2022 and held it in 5 quarters. The position peaked at $259K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

  • Valmark Advisers reported no remaining Enbridge position as of Q1 2024 after selling out during the quarter.
  • Valmark Advisers sold 5,882 Enbridge shares in Q1 2024, an estimated $212K.
  • Valmark Advisers first reported a position in Enbridge in Q4 2022 and held it in 5 quarters.
  • Valmark Advisers's Enbridge position peaked at $259K in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Valmark Advisers's 13F filing for Q1 2024, filed 6 May 2024.