CWA
ERF

Clarus Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-824
Closed -$6K – 571
2019
Q2 		$6K Buy
824
+2
+0.2% +$16 ﹤0.01% 479
2019
Q1 		$7K Buy
822
+2
+0.2% +$17 0.01% 554
2018
Q4 		$6K Buy
820
+2
+0.2% +$19 0.01% 568
2018
Q3 		$10K Buy
818
+3
+0.4% +$38 0.01% 545
2018
Q2 		$9K Buy
+815
New +$9.79K 0.01% 549

Other funds holding ERF

ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return

Clarus Wealth Advisors's ERF Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Enerplus Corporation (ERF) in Q3 2019, closing a stake of 824 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in ERF in Q2 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 177 funds tracked by Wall St. Rank hold ERF as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Enerplus Corporation position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 824 Enerplus Corporation shares in Q3 2019, an estimated $6K.
  • Clarus Wealth Advisors first reported a position in Enerplus Corporation in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Enerplus Corporation position peaked at $10K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.