KA
ERF

Klingman & Associates’s Enerplus Corporation ERF Stock Holding History

Klingman & Associates’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
2015
Q3 		– Sell
-500
Closed -$4K – 451
2015
Q2 		$4K Hold
500
– – ﹤0.01% 365
2015
Q1 		$5K Hold
500
– – ﹤0.01% 320
2014
Q4 		$4K Buy
+500
New +$6.75K ﹤0.01% 339

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Klingman & Associates's ERF Position: Q3 2015 in Review

Klingman & Associates sold out of Enerplus Corporation (ERF) in Q3 2015, closing a stake of 500 shares — an estimated $4K sold.

Klingman & Associates first reported a position in ERF in Q4 2014 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 186 funds tracked by Wall St. Rank hold ERF as of Q3 2015.

  • Klingman & Associates reported no remaining Enerplus Corporation position as of Q3 2015 after selling out during the quarter.
  • Klingman & Associates sold 500 Enerplus Corporation shares in Q3 2015, an estimated $4K.
  • Klingman & Associates first reported a position in Enerplus Corporation in Q4 2014 and held it in 3 quarters.
  • Klingman & Associates's Enerplus Corporation position peaked at $5K in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.