Wealthspire Advisors (Maryland)’s Enbridge ENB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-5,247	Closed	-$209K	–	454
2019 Q4	$209K	Buy	+5,247	New	+$196K	0.01%	464
2019 Q3	–	Sell	-6,215	Closed	-$224K	–	474
2019 Q2	$224K	Sell	6,215 -459	-7%	-$16.7K	0.02%	410
2019 Q1	$242K	Sell	6,674 -885	-12%	-$31.9K	0.02%	402
2018 Q4	$235K	Sell	7,559 -12,684	-63%	-$408K	0.02%	373
2018 Q3	$654K	Buy	20,243 +531	+3%	+$18.5K	0.05%	197
2018 Q2	$704K	Sell	19,712 -1,519	-7%	-$48.1K	0.06%	176
2018 Q1	$668K	Buy	21,231 +2,405	+13%	+$84.2K	0.06%	194
2017 Q4	$736K	Buy	18,826 +1,794	+11%	+$69K	0.07%	175
2017 Q3	$713K	Sell	17,032 -227	-1%	-$9.23K	0.08%	171
2017 Q2	$687K	Sell	17,259 -1,171	-6%	-$47.1K	0.08%	167
2017 Q1	$771K	Buy	18,430 +18,363	+27,407%	+$776K	0.11%	121
2016 Q4	$3K	Sell	67 -50	-43%	-$2.13K	﹤0.01%	1469
2016 Q3	$5K	Buy	+117	New	+$4.9K	﹤0.01%	1380

Other funds holding ENB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ENB Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Enbridge (ENB) in Q1 2020, closing a stake of 5,247 shares — an estimated $209K sold.

Wealthspire Advisors (Maryland) first reported a position in ENB in Q3 2016 and held it in 13 quarters. The position peaked at $771K in Q1 2017. 972 funds tracked by Wall St. Rank hold ENB as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining Enbridge position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 5,247 Enbridge shares in Q1 2020, an estimated $209K.
Wealthspire Advisors (Maryland) first reported a position in Enbridge in Q3 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Enbridge position peaked at $771K in Q1 2017.
972 funds tracked by Wall St. Rank held Enbridge as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.