CAL
ERF

Capital Analysts LLC’s Enerplus Corporation ERF Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-1,000
Closed -$13K – 611
2018
Q2 		$13K Buy
+1,000
New +$12K ﹤0.01% 447

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Capital Analysts LLC's ERF Position: Q3 2018 in Review

Capital Analysts LLC sold out of Enerplus Corporation (ERF) in Q3 2018, closing a stake of 1,000 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in ERF in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 196 funds tracked by Wall St. Rank hold ERF as of Q3 2018.

  • Capital Analysts LLC reported no remaining Enerplus Corporation position as of Q3 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 1,000 Enerplus Corporation shares in Q3 2018, an estimated $13K.
  • Capital Analysts LLC first reported a position in Enerplus Corporation in Q2 2018 and held it in 1 quarter.
  • Capital Analysts LLC's Enerplus Corporation position peaked at $13K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2018.

Based on Capital Analysts LLC's 13F filing for Q3 2018, filed 7 Nov 2018.