FWM
ERF

Focused Wealth Management’s Enerplus Corporation ERF Stock Holding History

Focused 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
2021
Q1 		– Sell
-5,000
Closed -$16K – 1030
2020
Q4 		$16K Buy
+5,000
New +$12.1K ﹤0.01% 501
2014
Q4 		– Sell
-200
Closed -$4K – 719
2014
Q3 		$4K Sell
200
-1
-0.5% -$22 ﹤0.01% 549
2014
Q2 		$5K Buy
+201
New +$4.45K ﹤0.01% 519

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Focused Wealth Management's ERF Position: Q1 2021 in Review

Focused Wealth Management sold out of Enerplus Corporation (ERF) in Q1 2021, closing a stake of 5,000 shares — an estimated $16K sold.

Focused Wealth Management first reported a position in ERF in Q2 2014 and held it in 3 quarters. The position peaked at $16K in Q4 2020. 145 funds tracked by Wall St. Rank hold ERF as of Q1 2021.

  • Focused Wealth Management reported no remaining Enerplus Corporation position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 5,000 Enerplus Corporation shares in Q1 2021, an estimated $16K.
  • Focused Wealth Management first reported a position in Enerplus Corporation in Q2 2014 and held it in 3 quarters.
  • Focused Wealth Management's Enerplus Corporation position peaked at $16K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.