IFAM
ERF

Institutional & Family Asset Management’s Enerplus Corporation ERF Stock Holding History

Institutional & Family Asset 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
2018
Q2 		– Sell
-514
Closed -$6K – 888
2018
Q1 		$6K Buy
+514
New +$5.59K ﹤0.01% 581

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Institutional & Family Asset Management's ERF Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of Enerplus Corporation (ERF) in Q2 2018, closing a stake of 514 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in ERF in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 193 funds tracked by Wall St. Rank hold ERF as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining Enerplus Corporation position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 514 Enerplus Corporation shares in Q2 2018, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Enerplus Corporation in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's Enerplus Corporation position peaked at $6K in Q1 2018.
  • 193 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.