Clearview Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

Clearview 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
2023 Q3	–	Sell	-1,662	Closed	-$24K	–	688
2023 Q2	$24K	Buy	1,662 +6	+0.4%	+$87	0.02%	258
2023 Q1	$23.9K	Buy	1,656 +6	+0.4%	+$97	0.02%	254
2022 Q4	$29.1K	Buy	1,650 +4	+0.2%	+$69	0.02%	205
2022 Q3	$23K	Buy	+1,646	New	+$23.1K	0.02%	241

Other funds holding ERF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clearview Wealth Advisors's ERF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Enerplus Corporation (ERF) in Q3 2023, closing a stake of 1,662 shares — an estimated $24K sold.

Clearview Wealth Advisors first reported a position in ERF in Q3 2022 and held it in 4 quarters. The position peaked at $29.1K in Q4 2022. 184 funds tracked by Wall St. Rank hold ERF as of Q3 2023.

Clearview Wealth Advisors reported no remaining Enerplus Corporation position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,662 Enerplus Corporation shares in Q3 2023, an estimated $24K.
Clearview Wealth Advisors first reported a position in Enerplus Corporation in Q3 2022 and held it in 4 quarters.
Clearview Wealth Advisors's Enerplus Corporation position peaked at $29.1K in Q4 2022.
184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.