AWA
ERF

Acorn Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

Acorn Wealth Advisors’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,145
Closed -$51K – 473
2018
Q2 		$51K Hold
4,145
– – 0.04% 273
2018
Q1 		$48K Hold
4,145
– – 0.04% 280
2017
Q4 		$41K Buy
+4,145
New +$37.8K 0.04% 285

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Acorn Wealth Advisors's ERF Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Enerplus Corporation (ERF) in Q3 2018, closing a stake of 4,145 shares — an estimated $51K sold.

Acorn Wealth Advisors first reported a position in ERF in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 196 funds tracked by Wall St. Rank hold ERF as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Enerplus Corporation position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,145 Enerplus Corporation shares in Q3 2018, an estimated $51K.
  • Acorn Wealth Advisors first reported a position in Enerplus Corporation in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Enerplus Corporation position peaked at $51K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.