BFIM
ERF

Beese Fulmer Investment Management’s Enerplus Corporation ERF Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-600
Closed -$2K – 568
2020
Q2 		$2K Buy
+600
New +$1.52K ﹤0.01% 580
2015
Q1 		– Sell
-13,025
Closed -$125K – 154
2014
Q4 		$125K Sell
13,025
-2,950
-18% -$39.9K 0.04% 151
2014
Q3 		$303K Sell
15,975
-823
-5% -$18K 0.1% 125
2014
Q2 		$420K Hold
16,798
– – 0.14% 114
2014
Q1 		$334K Hold
16,798
– – 0.12% 118
2013
Q4 		$303K Buy
16,798
+252
+2% +$4.4K 0.11% 122
2013
Q3 		$272K Sell
16,546
-302
-2% -$4.95K 0.11% 122
2013
Q2 		$247K Buy
+16,848
New +$243K 0.11% 117

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
DBC
Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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

Beese Fulmer Investment Management's ERF Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Enerplus Corporation (ERF) in Q3 2020, closing a stake of 600 shares — an estimated $2K sold.

Beese Fulmer Investment Management first reported a position in ERF in Q2 2013 and held it in 8 quarters. The position peaked at $420K in Q2 2014. 136 funds tracked by Wall St. Rank hold ERF as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Enerplus Corporation position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 600 Enerplus Corporation shares in Q3 2020, an estimated $2K.
  • Beese Fulmer Investment Management first reported a position in Enerplus Corporation in Q2 2013 and held it in 8 quarters.
  • Beese Fulmer Investment Management's Enerplus Corporation position peaked at $420K in Q2 2014.
  • 136 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.