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WealthPlan Investment Management’s Enbridge ENB Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-200
Closed -$7.43K – 213
2023
Q2 		$7.43K Sell
200
-913
-82% -$34.8K ﹤0.01% 283
2023
Q1 		$42.5K Buy
+1,113
New +$43.7K 0.01% 258

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthPlan Investment Management's ENB Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Enbridge (ENB) in Q3 2023, closing a stake of 200 shares — an estimated $7.43K sold.

WealthPlan Investment Management first reported a position in ENB in Q1 2023 and held it in 2 quarters. The position peaked at $42.5K in Q1 2023. 1,165 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Enbridge position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 200 Enbridge shares in Q3 2023, an estimated $7.43K.
  • WealthPlan Investment Management first reported a position in Enbridge in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Enbridge position peaked at $42.5K in Q1 2023.
  • 1,165 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.