Wills Financial Group’s Enbridge ENB Stock Holding History

Wills Financial Group’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	-5,844	Closed	-$217K	–	67
2023 Q2	$217K	Sell	5,844 -22	-0.4%	-$839	0.11%	64
2023 Q1	$224K	Hold	5,866	–	–	0.12%	61
2022 Q4	$229K	Hold	5,866	–	–	0.13%	52
2022 Q3	$218K	Hold	5,866	–	–	0.12%	55
2022 Q2	$248K	Hold	5,866	–	–	0.12%	57
2022 Q1	$270K	Hold	5,866	–	–	0.11%	60
2021 Q4	$229K	Hold	5,866	–	–	0.09%	64
2021 Q3	$233K	Hold	5,866	–	–	0.1%	62
2021 Q2	$234K	Buy	+5,866	New	+$227K	0.1%	64

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wills Financial Group's ENB Position: Q3 2023 in Review

Wills Financial Group sold out of Enbridge (ENB) in Q3 2023, closing a stake of 5,844 shares — an estimated $217K sold.

Wills Financial Group first reported a position in ENB in Q2 2021 and held it in 9 quarters. The position peaked at $270K in Q1 2022. 1,165 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

Wills Financial Group reported no remaining Enbridge position as of Q3 2023 after selling out during the quarter.
Wills Financial Group sold 5,844 Enbridge shares in Q3 2023, an estimated $217K.
Wills Financial Group first reported a position in Enbridge in Q2 2021 and held it in 9 quarters.
Wills Financial Group's Enbridge position peaked at $270K in Q1 2022.
1,165 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on Wills Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.