AWMS
ERF

Advocacy Wealth Management Services’s Enerplus Corporation ERF Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$16K Hold
948
– – 0.04% 201
2013
Q2 		$14K Buy
+948
New +$13.7K 0.06% 169

Other funds holding ERF

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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Advocacy Wealth Management Services's ERF Position: Q3 2013 in Review

Advocacy Wealth Management Services held its Enerplus Corporation (ERF) position steady in Q3 2013 at 948 shares worth $16K. The position accounts for 0.04% of the portfolio, ranked #201.

Advocacy Wealth Management Services first reported a position in ERF in Q2 2013 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold ERF as of Q3 2013.

  • Advocacy Wealth Management Services held 948 shares of Enerplus Corporation worth $16K as of Q3 2013.
  • Advocacy Wealth Management Services left its Enerplus Corporation share count unchanged in Q3 2013.
  • Enerplus Corporation made up 0.04% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #201 holding.
  • Advocacy Wealth Management Services first reported a position in Enerplus Corporation in Q2 2013 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.