CA
ERF

Centerpoint Advisors’s Enerplus Corporation ERF Stock Holding History

Centerpoint Advisors’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 		– Sell
-1,000
Closed -$18K – 623
2023
Q3 		$18K Hold
1,000
– – 0.01% 249
2023
Q2 		$14K Buy
+1,000
New +$14.6K 0.01% 316

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

Centerpoint Advisors's ERF Position: Q4 2023 in Review

Centerpoint Advisors sold out of Enerplus Corporation (ERF) in Q4 2023, closing a stake of 1,000 shares — an estimated $18K sold.

Centerpoint Advisors first reported a position in ERF in Q2 2023 and held it in 2 quarters. The position peaked at $18K in Q3 2023. 204 funds tracked by Wall St. Rank hold ERF as of Q4 2023.

  • Centerpoint Advisors reported no remaining Enerplus Corporation position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 1,000 Enerplus Corporation shares in Q4 2023, an estimated $18K.
  • Centerpoint Advisors first reported a position in Enerplus Corporation in Q2 2023 and held it in 2 quarters.
  • Centerpoint Advisors's Enerplus Corporation position peaked at $18K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.