APP
ERF

Avantax Planning Partners’s Enerplus Corporation ERF Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,911
Closed -$24K – 1260
2018
Q3 		$24K Buy
+1,911
New +$24K ﹤0.01% 660
2018
Q2 		– Sell
-1,967
Closed -$22K – 1570
2018
Q1 		$22K Buy
+1,967
New +$21.4K ﹤0.01% 758

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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avantax Planning Partners's ERF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Enerplus Corporation (ERF) in Q4 2018, closing a stake of 1,911 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in ERF in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 184 funds tracked by Wall St. Rank hold ERF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Enerplus Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,911 Enerplus Corporation shares in Q4 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Enerplus Corporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Enerplus Corporation position peaked at $24K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.