AF
ERF

Allworth Financial’s Enerplus Corporation ERF Stock Holding History

Allworth Financial’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
2024
Q2 		– Sell
-25
Closed -$492 – 3823
2024
Q1 		$492 Buy
+25
New +$407 ﹤0.01% 3292

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Allworth Financial's ERF Position: Q2 2024 in Review

Allworth Financial sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 25 shares — an estimated $492 sold.

Allworth Financial first reported a position in ERF in Q1 2024 and held it in 1 quarter. The position peaked at $492 in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Allworth Financial reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 25 Enerplus Corporation shares in Q2 2024, an estimated $492.
  • Allworth Financial first reported a position in Enerplus Corporation in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's Enerplus Corporation position peaked at $492 in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.