CWM
ERF

Cordatus Wealth Management’s Enerplus Corporation ERF Stock Holding History

Cordatus Wealth Management’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
2022
Q4 		– Sell
-20,247
Closed -$287K – 111
2022
Q3 		$287K Buy
20,247
+554
+3% +$7.77K 0.3% 54
2022
Q2 		$261K Sell
19,693
-42,422
-68% -$584K 0.12% 129
2022
Q1 		$789K Buy
+62,115
New +$754K 0.28% 126

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Cordatus Wealth Management's ERF Position: Q4 2022 in Review

Cordatus Wealth Management sold out of Enerplus Corporation (ERF) in Q4 2022, closing a stake of 20,247 shares — an estimated $287K sold.

Cordatus Wealth Management first reported a position in ERF in Q1 2022 and held it in 3 quarters. The position peaked at $789K in Q1 2022. 196 funds tracked by Wall St. Rank hold ERF as of Q4 2022.

  • Cordatus Wealth Management reported no remaining Enerplus Corporation position as of Q4 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 20,247 Enerplus Corporation shares in Q4 2022, an estimated $287K.
  • Cordatus Wealth Management first reported a position in Enerplus Corporation in Q1 2022 and held it in 3 quarters.
  • Cordatus Wealth Management's Enerplus Corporation position peaked at $789K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2022.

Based on Cordatus Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.