Evercore Wealth Management’s Enerplus Corporation ERF Stock Holding History

Evercore 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
2018 Q1	–	Sell	-1,400	Closed	-$14K	–	836
2017 Q4	$14K	Hold	1,400	–	–	﹤0.01%	779
2017 Q3	$14K	Hold	1,400	–	–	﹤0.01%	762
2017 Q2	$11K	Hold	1,400	–	–	﹤0.01%	814
2017 Q1	$11K	Hold	1,400	–	–	﹤0.01%	818
2016 Q4	$13K	Hold	1,400	–	–	﹤0.01%	807
2016 Q3	$9K	Hold	1,400	–	–	﹤0.01%	881
2016 Q2	$9K	Hold	1,400	–	–	﹤0.01%	864
2016 Q1	$6K	Hold	1,400	–	–	﹤0.01%	846
2015 Q4	$5K	Hold	1,400	–	–	﹤0.01%	922
2015 Q3	$6K	Hold	1,400	–	–	﹤0.01%	883
2015 Q2	$12K	Hold	1,400	–	–	﹤0.01%	877
2015 Q1	$14K	Hold	1,400	–	–	﹤0.01%	839
2014 Q4	$14K	Hold	1,400	–	–	﹤0.01%	713
2014 Q3	$26K	Sell	1,400 -10	-0.7%	-$219	﹤0.01%	702
2014 Q2	$36K	Hold	1,410	–	–	﹤0.01%	657
2014 Q1	$28K	Hold	1,410	–	–	﹤0.01%	692
2013 Q4	$26K	Hold	1,410	–	–	﹤0.01%	650
2013 Q3	$24K	Buy	1,410 +891	+172%	+$14.6K	﹤0.01%	661
2013 Q2	$8K	Buy	+519	New	+$7.5K	﹤0.01%	738

Other funds holding ERF

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Royal Bank of Canada

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

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group

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

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM