IA
ERF

IFP Advisors’s Enerplus Corporation ERF Stock Holding History

IFP Advisors’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
2023
Q3 		– Sell
-692
Closed -$10K – 3596
2023
Q2 		$10K Sell
692
-2,773
-80% -$40.4K ﹤0.01% 2303
2023
Q1 		$43.3K Sell
3,465
-217
-6% -$3.5K ﹤0.01% 1648
2022
Q4 		$45K Sell
3,682
-348
-9% -$5.97K ﹤0.01% 2322
2022
Q3 		$63K Hold
4,030
– – ﹤0.01% 2203
2022
Q2 		$63K Hold
4,030
– – ﹤0.01% 1999
2022
Q1 		$63K Buy
4,030
+565
+16% +$6.86K ﹤0.01% 1999
2021
Q4 		$37K Hold
3,465
– – ﹤0.01% 1677
2021
Q3 		$28K Hold
3,465
– – ﹤0.01% 1844
2021
Q2 		$25K Hold
3,465
– – ﹤0.01% 1843
2021
Q1 		$17K Hold
3,465
– – ﹤0.01% 1917
2020
Q4 		$11K Hold
3,465
– – ﹤0.01% 2054
2020
Q3 		$6K Hold
3,465
– – ﹤0.01% 2138
2020
Q2 		$9K Hold
3,465
– – ﹤0.01% 1880
2020
Q1 		$5K Buy
+3,465
New +$15.3K ﹤0.01% 2093
2019
Q4 		– Sell
-217
Closed -$1.42K – 3170
2019
Q3 		$2K Buy
+217
New +$1.49K ﹤0.01% 2747
2019
Q1 		$2K Sell
217
-100
-32% -$860 ﹤0.01% 2133
2018
Q4 		$2K Sell
317
-3,972
-93% -$38.7K ﹤0.01% 3217
2018
Q3 		$53K Buy
4,289
+3,972
+1,253% +$49.9K ﹤0.01% 1868
2018
Q2 		$4K Hold
317
– – ﹤0.01% 3408
2018
Q1 		$3K Hold
317
– – ﹤0.01% 3426
2017
Q4 		$3K Sell
317
-966
-75% -$8.82K ﹤0.01% 3477
2017
Q3 		$13K Sell
1,283
-80
-6% -$712 ﹤0.01% 2900
2017
Q2 		$11K Sell
1,363
-550
-29% -$4.34K ﹤0.01% 2976
2017
Q1 		$15K Hold
1,913
– – ﹤0.01% 2691
2016
Q4 		$18K Sell
1,913
-1,494
-44% -$11.8K ﹤0.01% 2546
2016
Q3 		$22K Hold
3,407
– – ﹤0.01% 2359
2016
Q2 		$22K Buy
3,407
+3,190
+1,470% +$17.1K ﹤0.01% 2299
2016
Q1 		$2K Sell
217
-3,373
-94% -$10.5K ﹤0.01% 2126
2015
Q4 		$12K Buy
+3,590
New +$17.1K ﹤0.01% 2498

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
ACG
Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

IFP Advisors's ERF Position: Q3 2023 in Review

IFP Advisors sold out of Enerplus Corporation (ERF) in Q3 2023, closing a stake of 692 shares — an estimated $10K sold.

IFP Advisors first reported a position in ERF in Q4 2015 and held it in 29 quarters. The position peaked at $63K in Q3 2022. 184 funds tracked by Wall St. Rank hold ERF as of Q3 2023.

  • IFP Advisors reported no remaining Enerplus Corporation position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 692 Enerplus Corporation shares in Q3 2023, an estimated $10K.
  • IFP Advisors first reported a position in Enerplus Corporation in Q4 2015 and held it in 29 quarters.
  • IFP Advisors's Enerplus Corporation position peaked at $63K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.