BAM
ERF

Belpointe Asset Management’s Enerplus Corporation ERF Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-2,559
Closed -$36.9K – 3583
2023
Q1 		$36.9K Buy
2,559
+1,140
+80% +$18.4K ﹤0.01% 1899
2022
Q4 		$25K Buy
+1,419
New +$24.4K ﹤0.01% 2022

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
PDIP
Palo Duro Investment Partners Chicago, Illinois $515M AUM 36.69% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Belpointe Asset Management's ERF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Enerplus Corporation (ERF) in Q2 2023, closing a stake of 2,559 shares — an estimated $36.9K sold.

Belpointe Asset Management first reported a position in ERF in Q4 2022 and held it in 2 quarters. The position peaked at $36.9K in Q1 2023. 193 funds tracked by Wall St. Rank hold ERF as of Q2 2023.

  • Belpointe Asset Management reported no remaining Enerplus Corporation position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,559 Enerplus Corporation shares in Q2 2023, an estimated $36.9K.
  • Belpointe Asset Management first reported a position in Enerplus Corporation in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Enerplus Corporation position peaked at $36.9K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.