Coppell Advisory Solutions’s Enerplus Corporation ERF Stock Holding History

Coppell Advisory Solutions’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	$8K	Sell	522 -31	-6%	-$503	﹤0.01%	990
2023 Q3	$9.77K	Buy	553 +31	+6%	+$513	﹤0.01%	610
2023 Q2	$7.55K	Buy	+522	New	+$7.61K	﹤0.01%	756
2023 Q1	–	Sell	-553	Closed	-$9.77K	–	1155
2022 Q4	$9.77K	Buy	+553	New	+$9.49K	﹤0.01%	616

Other funds holding ERF

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

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

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

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 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

Coppell Advisory Solutions's ERF Position: Q4 2023 in Review

Coppell Advisory Solutions reduced its Enerplus Corporation (ERF) stake by 5.6% in Q4 2023, selling an estimated $503 and leaving 522 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Coppell Advisory Solutions first reported a position in ERF in Q4 2022 and has held it in 4 quarters since. The position peaked at $9.77K in Q3 2023. 204 funds tracked by Wall St. Rank hold ERF as of Q4 2023.

Coppell Advisory Solutions held 522 shares of Enerplus Corporation worth $8K as of Q4 2023.
Coppell Advisory Solutions sold 31 Enerplus Corporation shares in Q4 2023, an estimated $503.
Enerplus Corporation made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #990 holding.
Coppell Advisory Solutions first reported a position in Enerplus Corporation in Q4 2022 and has held it in 4 quarters since.
Coppell Advisory Solutions's Enerplus Corporation position peaked at $9.77K in Q3 2023.
204 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.