Gary Goldberg Planning Services’s Enerplus Corporation ERF Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$5K	Hold	500	–	–	﹤0.01%	401
2014 Q3	$9K	Sell	500 -4	-0.8%	-$88	﹤0.01%	389
2014 Q2	$13K	Hold	504	–	–	0.01%	334
2014 Q1	$10K	Buy	+504	New	+$9.43K	﹤0.01%	333
2013 Q4	–	Sell	-705	Closed	-$12K	–	356
2013 Q3	$12K	Hold	705	–	–	0.01%	280
2013 Q2	$10K	Buy	+705	New	+$10.2K	0.01%	301

Other funds holding ERF

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Gary Goldberg Planning Services's ERF Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Enerplus Corporation (ERF) position steady in Q4 2014 at 500 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Gary Goldberg Planning Services first reported a position in ERF in Q2 2013 and has held it in 6 quarters since. The position peaked at $13K in Q2 2014. 218 funds tracked by Wall St. Rank hold ERF as of Q4 2014.

Gary Goldberg Planning Services held 500 shares of Enerplus Corporation worth $5K as of Q4 2014.
Gary Goldberg Planning Services left its Enerplus Corporation share count unchanged in Q4 2014.
Enerplus Corporation made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #401 holding.
Gary Goldberg Planning Services first reported a position in Enerplus Corporation in Q2 2013 and has held it in 6 quarters since.
Gary Goldberg Planning Services's Enerplus Corporation position peaked at $13K in Q2 2014.
218 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.