IAA
ERF

Independent Advisor Alliance’s Enerplus Corporation ERF Stock Holding History

Independent Advisor Alliance’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
2022
Q3 		– Sell
-16,330
Closed -$216K – 658
2022
Q2 		$216K Buy
+16,330
New +$225K 0.01% 558

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Independent Advisor Alliance's ERF Position: Q3 2022 in Review

Independent Advisor Alliance sold out of Enerplus Corporation (ERF) in Q3 2022, closing a stake of 16,330 shares — an estimated $216K sold.

Independent Advisor Alliance first reported a position in ERF in Q2 2022 and held it in 1 quarter. The position peaked at $216K in Q2 2022. 191 funds tracked by Wall St. Rank hold ERF as of Q3 2022.

  • Independent Advisor Alliance reported no remaining Enerplus Corporation position as of Q3 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,330 Enerplus Corporation shares in Q3 2022, an estimated $216K.
  • Independent Advisor Alliance first reported a position in Enerplus Corporation in Q2 2022 and held it in 1 quarter.
  • Independent Advisor Alliance's Enerplus Corporation position peaked at $216K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2022.

Based on Independent Advisor Alliance's 13F filing for Q3 2022, filed 4 Nov 2022.