WFG Advisors’s Enbridge ENB Stock Holding History

WFG Advisors’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
2017 Q2	$184K	Buy	4,623 +2,859	+162%	+$115K	0.04%	385
2017 Q1	$74K	Buy	+1,764	New	+$74.5K	0.02%	563
2016 Q2	–	Sell	-1,400	Closed	-$54K	–	1597
2016 Q1	$54K	Hold	1,400	–	–	0.02%	641
2015 Q4	$46K	Hold	1,400	–	–	0.01%	681
2015 Q3	$52K	Sell	1,400 -225	-14%	-$9.4K	0.02%	627
2015 Q2	$76K	Sell	1,625 -1,815	-53%	-$90.1K	0.02%	610
2015 Q1	$167K	Sell	3,440 -5,075	-60%	-$244K	0.05%	397
2014 Q4	$438K	Buy	8,515 +1,100	+15%	+$51.8K	0.09%	248
2014 Q3	$355K	Buy	7,415 +1,830	+33%	+$90.4K	0.07%	324
2014 Q2	$265K	Buy	5,585 +200	+4%	+$9.47K	0.05%	388
2014 Q1	$245K	Sell	5,385 -582	-10%	-$25.1K	0.05%	390
2013 Q4	$261K	Buy	5,967 +720	+14%	+$30.4K	0.04%	450
2013 Q3	$219K	Buy	5,247 +3,245	+162%	+$138K	0.03%	458
2013 Q2	$84K	Buy	+2,002	New	+$90.2K	0.01%	719

Other funds holding ENB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

WFG Advisors's ENB Position: Q2 2017 in Review

WFG Advisors increased its Enbridge (ENB) stake by 162% in Q2 2017, buying an estimated $115K and bringing the position to 4,623 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #385.

WFG Advisors first reported a position in ENB in Q2 2013 and has held it in 14 quarters since. The position peaked at $438K in Q4 2014. 800 funds tracked by Wall St. Rank hold ENB as of Q2 2017.

WFG Advisors held 4,623 shares of Enbridge worth $184K as of Q2 2017.
WFG Advisors bought 2,859 Enbridge shares in Q2 2017, an estimated $115K.
Enbridge made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #385 holding.
WFG Advisors first reported a position in Enbridge in Q2 2013 and has held it in 14 quarters since.
WFG Advisors's Enbridge position peaked at $438K in Q4 2014.
800 funds tracked by Wall St. Rank held Enbridge as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.