BWM
ERF

Baystate Wealth Management’s Enerplus Corporation ERF Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$6.14K Buy
+400
New +$6.49K ﹤0.01% 842

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
PDIP
Palo Duro Investment Partners Chicago, Illinois $515M AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Baystate Wealth Management's ERF Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Enerplus Corporation (ERF) in Q4 2023: 400 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings.

204 funds tracked by Wall St. Rank hold ERF as of Q4 2023.

  • Baystate Wealth Management held 400 shares of Enerplus Corporation worth $6.14K as of Q4 2023.
  • Enerplus Corporation was a new Baystate Wealth Management position in Q4 2023.
  • Enerplus Corporation made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #842 holding.
  • 204 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.