EWA
ERF

EverSource Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

EverSource 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
2024
Q2 		– Sell
-5,659
Closed -$111K – 3174
2024
Q1 		$111K Buy
5,659
+2,320
+69% +$37.8K 0.01% 675
2023
Q4 		$51.2K Buy
3,339
+381
+13% +$6.18K ﹤0.01% 891
2023
Q3 		$52.1K Buy
2,958
+2,310
+356% +$38.2K 0.01% 787
2023
Q2 		$9.38K Buy
648
+495
+324% +$7.22K ﹤0.01% 1470
2023
Q1 		$2.21K Buy
+153
New +$2.47K ﹤0.01% 1911
2022
Q3 		– Sell
-3,142
Closed -$42K – 2174
2022
Q2 		$42K Buy
+3,142
New +$43.3K 0.01% 668

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

EverSource Wealth Advisors's ERF Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 5,659 shares — an estimated $111K sold.

EverSource Wealth Advisors first reported a position in ERF in Q2 2022 and held it in 6 quarters. The position peaked at $111K in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5,659 Enerplus Corporation shares in Q2 2024, an estimated $111K.
  • EverSource Wealth Advisors first reported a position in Enerplus Corporation in Q2 2022 and held it in 6 quarters.
  • EverSource Wealth Advisors's Enerplus Corporation position peaked at $111K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.