IHT Wealth Management’s Enerplus Corporation ERF Stock Holding History

IHT Wealth 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
2021 Q3	–	Sell	-16,315	Closed	-$117K	–	993
2021 Q2	$117K	Hold	16,315	–	–	0.01%	902
2021 Q1	$82K	Buy	+16,315	New	+$72K	0.01%	809
2020 Q4	–	Sell	-21,330	Closed	-$40K	–	777
2020 Q3	$40K	Buy	+21,330	New	+$53.3K	﹤0.01%	653
2020 Q2	–	Sell	-21,330	Closed	-$32K	–	647
2020 Q1	$32K	Hold	21,330	–	–	﹤0.01%	544
2019 Q4	$152K	Hold	21,330	–	–	0.02%	583
2019 Q3	$159K	Buy	+21,330	New	+$147K	0.02%	563
2019 Q2	–	Sell	-21,430	Closed	-$180K	–	569
2019 Q1	$180K	Hold	21,430	–	–	0.03%	473
2018 Q4	$166K	Buy	+21,430	New	+$209K	0.03%	438
2018 Q2	–	Sell	-100	Closed	-$1K	–	1435
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	1648
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	1644
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	1382
2017 Q2	$4	Buy	+100	New	+$789	﹤0.01%	1144

Other funds holding ERF

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

IHT Wealth Management's ERF Position: Q3 2021 in Review

IHT Wealth Management sold out of Enerplus Corporation (ERF) in Q3 2021, closing a stake of 16,315 shares — an estimated $117K sold.

IHT Wealth Management first reported a position in ERF in Q2 2017 and held it in 12 quarters. The position peaked at $180K in Q1 2019. 146 funds tracked by Wall St. Rank hold ERF as of Q3 2021.

IHT Wealth Management reported no remaining Enerplus Corporation position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 16,315 Enerplus Corporation shares in Q3 2021, an estimated $117K.
IHT Wealth Management first reported a position in Enerplus Corporation in Q2 2017 and held it in 12 quarters.
IHT Wealth Management's Enerplus Corporation position peaked at $180K in Q1 2019.
146 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.