FAIM
ERF

Financial Advocates Investment Management’s Enerplus Corporation ERF Stock Holding History

Financial Advocates Investment 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
-26,138
Closed -$633K – 894
2022
Q3 		$633K Buy
+26,138
New +$367K 0.05% 353

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 $1.31B AUM 46.75% 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 $113B AUM 38.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Financial Advocates Investment Management's ERF Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Enerplus Corporation (ERF) in Q4 2022, closing a stake of 26,138 shares — an estimated $633K sold.

Financial Advocates Investment Management first reported a position in ERF in Q3 2022 and held it in 1 quarter. The position peaked at $633K in Q3 2022. 196 funds tracked by Wall St. Rank hold ERF as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Enerplus Corporation position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 26,138 Enerplus Corporation shares in Q4 2022, an estimated $633K.
  • Financial Advocates Investment Management first reported a position in Enerplus Corporation in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Enerplus Corporation position peaked at $633K in Q3 2022.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.