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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 – 248
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 $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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

WealthPLAN Partners's ENB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Enbridge (ENB) in Q3 2023, closing a stake of 2,209 shares — an estimated $82.1K sold.

WealthPLAN Partners first reported a position in ENB in Q1 2017 and held it in 5 quarters. The position peaked at $273K in Q2 2018. 1,166 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

  • WealthPLAN Partners reported no remaining Enbridge position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,209 Enbridge shares in Q3 2023, an estimated $82.1K.
  • WealthPLAN Partners first reported a position in Enbridge in Q1 2017 and held it in 5 quarters.
  • WealthPLAN Partners's Enbridge position peaked at $273K in Q2 2018.
  • 1,166 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.