KIA
ERF

KCM Investment Advisors’s Enerplus Corporation ERF Stock Holding History

KCM Investment 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
-16,372
Closed -$237K – 386
2023
Q2 		$237K Sell
16,372
-2,415
-13% -$35.2K 0.01% 362
2023
Q1 		$271K Sell
18,787
-6,270
-25% -$101K 0.01% 361
2022
Q4 		$442K Hold
25,057
– – 0.02% 276
2022
Q3 		$355K Sell
25,057
-15,210
-38% -$213K 0.02% 288
2022
Q2 		$533K Buy
+40,267
New +$555K 0.02% 255

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 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 $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KCM Investment Advisors's ERF Position: Q3 2023 in Review

KCM Investment Advisors sold out of Enerplus Corporation (ERF) in Q3 2023, closing a stake of 16,372 shares — an estimated $237K sold.

KCM Investment Advisors first reported a position in ERF in Q2 2022 and held it in 5 quarters. The position peaked at $533K in Q2 2022. 184 funds tracked by Wall St. Rank hold ERF as of Q3 2023.

  • KCM Investment Advisors reported no remaining Enerplus Corporation position as of Q3 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 16,372 Enerplus Corporation shares in Q3 2023, an estimated $237K.
  • KCM Investment Advisors first reported a position in Enerplus Corporation in Q2 2022 and held it in 5 quarters.
  • KCM Investment Advisors's Enerplus Corporation position peaked at $533K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2023.

Based on KCM Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.