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Wilbanks Smith & Thomas Asset Management’s Enbridge ENB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024
Q1 		$271K Sell
7,478
-7,404
-50% -$263K 0.01% 466
2023
Q4 		$536K Sell
14,882
-3,923
-21% -$132K 0.02% 325
2023
Q3 		$628K Buy
18,805
+6,972
+59% +$247K 0.02% 277
2023
Q2 		$440K Buy
11,833
+5
+0% +$191 0.01% 342
2023
Q1 		$451K Buy
11,828
+600
+5% +$23.5K 0.02% 322
2022
Q4 		$439K Buy
11,228
+4,031
+56% +$158K 0.02% 327
2022
Q3 		$267K Buy
7,197
+665
+10% +$28K 0.01% 391
2022
Q2 		$276K Buy
6,532
+1,141
+21% +$50.9K 0.01% 393
2022
Q1 		$236K Buy
5,391
+216
+4% +$9.25K 0.01% 442
2021
Q4 		$202K Buy
5,175
+117
+2% +$4.69K 0.01% 494
2021
Q3 		$201K Hold
5,058
– – 0.01% 482
2021
Q2 		$203K Buy
+5,058
New +$196K 0.01% 472
2020
Q4 		– Sell
-7,600
Closed -$222K – 438
2020
Q3 		$222K Sell
7,600
-60
-0.8% -$1.89K 0.01% 363
2020
Q2 		$233K Sell
7,660
-832
-10% -$25.6K 0.01% 350
2020
Q1 		$247K Sell
8,492
-261
-3% -$9.67K 0.02% 311
2019
Q4 		$348K Buy
8,753
+1,687
+24% +$63K 0.02% 307
2019
Q3 		$248K Buy
7,066
+339
+5% +$11.7K 0.02% 353
2019
Q2 		$243K Sell
6,727
-1,603
-19% -$58.4K 0.02% 359
2019
Q1 		$302K Sell
8,330
-115
-1% -$4.14K 0.02% 305
2018
Q4 		$262K Buy
8,445
+469
+6% +$15.1K 0.02% 287
2018
Q3 		$258K Buy
7,976
+1,346
+20% +$47K 0.02% 337
2018
Q2 		$237K Sell
6,630
-1,440
-18% -$45.6K 0.02% 308
2018
Q1 		$254K Buy
8,070
+920
+13% +$32.2K 0.02% 285
2017
Q4 		$280K Buy
7,150
+299
+4% +$11.5K 0.02% 276
2017
Q3 		$287K Buy
6,851
+751
+12% +$30.5K 0.02% 256
2017
Q2 		$243K Sell
6,100
-310
-5% -$12.5K 0.02% 275
2017
Q1 		$268K Buy
+6,410
New +$271K 0.02% 262

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ENB Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Enbridge (ENB) stake by 50% in Q1 2024, selling an estimated $263K and leaving 7,478 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #466.

Wilbanks Smith & Thomas Asset Management first reported a position in ENB in Q1 2017 and has held it in 27 quarters since. The position peaked at $628K in Q3 2023. 1,220 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 7,478 shares of Enbridge worth $271K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 7,404 Enbridge shares in Q1 2024, an estimated $263K.
  • Enbridge made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #466 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Enbridge in Q1 2017 and has held it in 27 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Enbridge position peaked at $628K in Q3 2023.
  • 1,220 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.