Wellesley Investment Partners’s Enbridge ENB Stock Holding History

Wellesley Investment 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
2020 Q1	–	Sell	-16,712	Closed	-$664K	–	107
2019 Q4	$664K	Sell	16,712 -2,830	-14%	-$106K	0.2%	61
2019 Q3	$686K	Sell	19,542 -400	-2%	-$13.8K	0.23%	60
2019 Q2	$719K	Sell	19,942 -5,291	-21%	-$193K	0.25%	57
2019 Q1	$914K	Sell	25,233 -1,000	-4%	-$36K	0.31%	52
2018 Q4	$815K	Buy	26,233 +299	+1%	+$9.62K	0.29%	61
2018 Q3	$837K	Buy	25,934 +3,704	+17%	+$129K	0.27%	65
2018 Q2	$793K	Buy	22,230 +456	+2%	+$14.4K	0.28%	64
2018 Q1	$685K	Buy	21,774 +1,534	+8%	+$53.7K	0.25%	68
2017 Q4	$791K	Buy	20,240 +4,250	+27%	+$163K	0.3%	61
2017 Q3	$669K	Buy	+15,990	New	+$650K	0.27%	66

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

Wellesley Investment Partners's ENB Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Enbridge (ENB) in Q1 2020, closing a stake of 16,712 shares — an estimated $664K sold.

Wellesley Investment Partners first reported a position in ENB in Q3 2017 and held it in 10 quarters. The position peaked at $914K in Q1 2019. 972 funds tracked by Wall St. Rank hold ENB as of Q1 2020.

Wellesley Investment Partners reported no remaining Enbridge position as of Q1 2020 after selling out during the quarter.
Wellesley Investment Partners sold 16,712 Enbridge shares in Q1 2020, an estimated $664K.
Wellesley Investment Partners first reported a position in Enbridge in Q3 2017 and held it in 10 quarters.
Wellesley Investment Partners's Enbridge position peaked at $914K in Q1 2019.
972 funds tracked by Wall St. Rank held Enbridge as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.