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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evercore Wealth Management's ERF Position: Q1 2018 in Review

Evercore Wealth Management sold out of Enerplus Corporation (ERF) in Q1 2018, closing a stake of 1,400 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in ERF in Q2 2013 and held it in 19 quarters. The position peaked at $36K in Q2 2014. 190 funds tracked by Wall St. Rank hold ERF as of Q1 2018.

Evercore Wealth Management reported no remaining Enerplus Corporation position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,400 Enerplus Corporation shares in Q1 2018, an estimated $14K.
Evercore Wealth Management first reported a position in Enerplus Corporation in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Enerplus Corporation position peaked at $36K in Q2 2014.
190 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.