KPPF
ERF

Klein Pavlis & Peasley Financial’s Enerplus Corporation ERF Stock Holding History

Klein Pavlis & Peasley Financial’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
2024
Q1 		– Sell
-101,053
Closed -$1.55M – 82
2023
Q4 		$1.55M Buy
+101,053
New +$1.64M 1.45% 21

Other funds holding ERF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Klein Pavlis & Peasley Financial's ERF Position: Q1 2024 in Review

Klein Pavlis & Peasley Financial sold out of Enerplus Corporation (ERF) in Q1 2024, closing a stake of 101,053 shares — an estimated $1.55M sold.

Klein Pavlis & Peasley Financial first reported a position in ERF in Q4 2023 and held it in 1 quarter. The position peaked at $1.55M in Q4 2023. 210 funds tracked by Wall St. Rank hold ERF as of Q1 2024.

  • Klein Pavlis & Peasley Financial reported no remaining Enerplus Corporation position as of Q1 2024 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 101,053 Enerplus Corporation shares in Q1 2024, an estimated $1.55M.
  • Klein Pavlis & Peasley Financial first reported a position in Enerplus Corporation in Q4 2023 and held it in 1 quarter.
  • Klein Pavlis & Peasley Financial's Enerplus Corporation position peaked at $1.55M in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2024.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2024, filed 7 May 2024.