WealthPLAN Partners’s Enbridge ENB Stock Holding History

WealthPLAN Partners’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	-2,209	Closed	-$82.1K	–	538
2023 Q2	$82.1K	Sell	2,209 -400	-15%	-$15.2K	0.01%	426
2023 Q1	$99.5K	Buy	+2,609	New	+$102K	0.01%	427
2018 Q3	–	Sell	-7,668	Closed	-$273K	–	262
2018 Q2	$273K	Buy	7,668 +271	+4%	+$8.58K	0.06%	201
2018 Q1	$233K	Buy	+7,397	New	+$259K	0.05%	238
2017 Q2	–	Sell	-765	Closed	-$31.7K	–	249
2017 Q1	$31.7K	Buy	+765	New	+$32.3K	0.11%	146

Other funds holding ENB

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return