GRP
ERF

Global Retirement Partners’s Enerplus Corporation ERF Stock Holding History

Global Retirement Partners’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
2024
Q2 		– Sell
-1,325
Closed -$26.1K – 3670
2024
Q1 		$26.1K Sell
1,325
-129
-9% -$2.1K ﹤0.01% 1698
2023
Q4 		$20.6K Sell
1,454
-799
-35% -$13K ﹤0.01% 1742
2023
Q3 		$36.5K Buy
+2,253
New +$37.3K ﹤0.01% 1412

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Global Retirement Partners's ERF Position: Q2 2024 in Review

Global Retirement Partners sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 1,325 shares — an estimated $26.1K sold.

Global Retirement Partners first reported a position in ERF in Q3 2023 and held it in 3 quarters. The position peaked at $36.5K in Q3 2023. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Global Retirement Partners reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,325 Enerplus Corporation shares in Q2 2024, an estimated $26.1K.
  • Global Retirement Partners first reported a position in Enerplus Corporation in Q3 2023 and held it in 3 quarters.
  • Global Retirement Partners's Enerplus Corporation position peaked at $36.5K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.