GIIO
ERF

Gen IV Investment Opportunities’s Enerplus Corporation ERF Stock Holding History

Gen IV Investment Opportunities’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
2017
Q3 		– Sell
-864,265
Closed -$7.02M – 16
2017
Q2 		$7.02M Buy
864,265
+591,506
+217% +$4.67M 2.48% 11
2017
Q1 		$2.2M Buy
+272,759
New +$2.4M 1.14% 11

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return

Gen IV Investment Opportunities's ERF Position: Q3 2017 in Review

Gen IV Investment Opportunities sold out of Enerplus Corporation (ERF) in Q3 2017, closing a stake of 864,265 shares — an estimated $7.02M sold.

Gen IV Investment Opportunities first reported a position in ERF in Q1 2017 and held it in 2 quarters. The position peaked at $7.02M in Q2 2017. 187 funds tracked by Wall St. Rank hold ERF as of Q3 2017.

  • Gen IV Investment Opportunities reported no remaining Enerplus Corporation position as of Q3 2017 after selling out during the quarter.
  • Gen IV Investment Opportunities sold 864,265 Enerplus Corporation shares in Q3 2017, an estimated $7.02M.
  • Gen IV Investment Opportunities first reported a position in Enerplus Corporation in Q1 2017 and held it in 2 quarters.
  • Gen IV Investment Opportunities's Enerplus Corporation position peaked at $7.02M in Q2 2017.
  • 187 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2017.

Based on Gen IV Investment Opportunities's 13F filing for Q3 2017, filed 14 Nov 2017.