Financial Architects (New Jersey)’s Enerplus Corporation ERF Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-375	Closed	-$5K	–	1530
2018 Q2	$5K	Hold	375	–	–	﹤0.01%	1124
2018 Q1	$4K	Hold	375	–	–	﹤0.01%	1274
2017 Q4	$4K	Hold	375	–	–	﹤0.01%	1350
2017 Q3	$4K	Hold	375	–	–	﹤0.01%	1336
2017 Q2	$3K	Buy	+375	New	+$2.96K	﹤0.01%	1394
2014 Q4	–	Sell	-2,000	Closed	-$38K	–	1052
2014 Q3	$38K	Buy	+2,000	New	+$43.8K	0.02%	352

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

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

LBA

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

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Financial Architects (New Jersey)'s ERF Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Enerplus Corporation (ERF) in Q3 2018, closing a stake of 375 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in ERF in Q3 2014 and held it in 6 quarters. The position peaked at $38K in Q3 2014. 196 funds tracked by Wall St. Rank hold ERF as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Enerplus Corporation position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 375 Enerplus Corporation shares in Q3 2018, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Enerplus Corporation in Q3 2014 and held it in 6 quarters.
Financial Architects (New Jersey)'s Enerplus Corporation position peaked at $38K in Q3 2014.
196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.