Freedom Investment Management’s Enerplus Corporation ERF Stock Holding History

Freedom 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 Q3	–	Sell	-81,732	Closed	-$1.08M	–	793
2022 Q2	$1.08M	Buy	+81,732	New	+$1.13M	0.12%	245
2016 Q2	–	Sell	-11,368	Closed	-$45K	–	913
2016 Q1	$45K	Sell	11,368 -733	-6%	-$2.27K	﹤0.01%	811
2015 Q4	$41K	Buy	12,101 +2,113	+21%	+$10.1K	﹤0.01%	772
2015 Q3	$249K	Sell	9,988 -2,388	-19%	-$15.1K	0.03%	536
2015 Q2	$109K	Sell	12,376 -1,498	-11%	-$16K	0.01%	657
2015 Q1	$141K	Buy	+13,874	New	+$138K	0.02%	605
2014 Q3	–	Sell	-19,358	Closed	-$484K	–	527
2014 Q2	$484K	Buy	+19,358	New	+$428K	0.08%	242

Other funds holding ERF

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

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

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Freedom Investment Management's ERF Position: Q3 2022 in Review

Freedom Investment Management sold out of Enerplus Corporation (ERF) in Q3 2022, closing a stake of 81,732 shares — an estimated $1.08M sold.

Freedom Investment Management first reported a position in ERF in Q2 2014 and held it in 7 quarters. The position peaked at $1.08M in Q2 2022. 191 funds tracked by Wall St. Rank hold ERF as of Q3 2022.

Freedom Investment Management reported no remaining Enerplus Corporation position as of Q3 2022 after selling out during the quarter.
Freedom Investment Management sold 81,732 Enerplus Corporation shares in Q3 2022, an estimated $1.08M.
Freedom Investment Management first reported a position in Enerplus Corporation in Q2 2014 and held it in 7 quarters.
Freedom Investment Management's Enerplus Corporation position peaked at $1.08M in Q2 2022.
191 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2022.

Based on Freedom Investment Management's 13F filing for Q3 2022, filed 24 Oct 2022.