BIG
ERF

Bellwether Investment Group’s Enerplus Corporation ERF Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-407
Closed -$3K – 653
2017
Q1 		$3K Hold
407
– – 0.01% 694
2016
Q4 		$4K Buy
+407
New +$3.23K ﹤0.01% 836
2016
Q2 		$3K Buy
+407
New +$2.19K ﹤0.01% 548

Other funds holding ERF

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bellwether Investment Group's ERF Position: Q2 2017 in Review

Bellwether Investment Group sold out of Enerplus Corporation (ERF) in Q2 2017, closing a stake of 407 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in ERF in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 183 funds tracked by Wall St. Rank hold ERF as of Q2 2017.

  • Bellwether Investment Group reported no remaining Enerplus Corporation position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 407 Enerplus Corporation shares in Q2 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Enerplus Corporation in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Enerplus Corporation position peaked at $4K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.