JMPWA
ERF

JP Morgan Private Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-16,033
Closed -$198K – 1612
2018
Q3 		$198K Buy
16,033
+255
+2% +$3.21K ﹤0.01% 1485
2018
Q2 		$199K Sell
15,778
-2,095
-12% -$25.2K ﹤0.01% 1374
2018
Q1 		$201K Sell
17,873
-226
-1% -$2.46K ﹤0.01% 1187
2017
Q4 		$177K Buy
+18,099
New +$165K ﹤0.01% 1202
2017
Q3 		– Sell
-11,629
Closed -$94K – 1286
2017
Q2 		$94K Sell
11,629
-447
-4% -$3.53K ﹤0.01% 1187
2017
Q1 		$97K Buy
12,076
+826
+7% +$7.26K ﹤0.01% 1292
2016
Q4 		$107K Hold
11,250
– – ﹤0.01% 1206
2016
Q3 		$72K Hold
11,250
– – ﹤0.01% 1198
2016
Q2 		$74K Buy
+11,250
New +$60.5K ﹤0.01% 1220
2015
Q4 		– Sell
-21,000
Closed -$102K – 1217
2015
Q3 		$102K Buy
+21,000
New +$133K ﹤0.01% 995
2015
Q2 		– Sell
-10,376
Closed -$105K – 1149
2015
Q1 		$105K Sell
10,376
-624
-6% -$6.18K ﹤0.01% 1089
2014
Q4 		$106K Sell
11,000
-277,215
-96% -$3.75M ﹤0.01% 1043
2014
Q3 		$5.47M Sell
288,215
-4,802
-2% -$105K 0.07% 239
2014
Q2 		$7.32M Buy
293,017
+13,680
+5% +$303K 0.12% 171
2014
Q1 		$5.55M Buy
279,337
+10,288
+4% +$192K 0.1% 190
2013
Q4 		$4.86M Buy
269,049
+18,132
+7% +$317K 0.1% 187
2013
Q3 		$4.13M Buy
250,917
+8,633
+4% +$142K 0.09% 192
2013
Q2 		$3.56M Buy
+242,284
New +$3.5M 0.09% 194

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ERF Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Enerplus Corporation (ERF) in Q4 2018, closing a stake of 16,033 shares — an estimated $198K sold.

JP Morgan Private Wealth Advisors first reported a position in ERF in Q2 2013 and held it in 18 quarters. The position peaked at $7.32M in Q2 2014. 184 funds tracked by Wall St. Rank hold ERF as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Enerplus Corporation position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,033 Enerplus Corporation shares in Q4 2018, an estimated $198K.
  • JP Morgan Private Wealth Advisors first reported a position in Enerplus Corporation in Q2 2013 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Enerplus Corporation position peaked at $7.32M in Q2 2014.
  • 184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.