KIA
ERF

Kraematon Investment Advisors’s Enerplus Corporation ERF Stock Holding History

Kraematon 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
2024
Q2 		– Sell
-265,034
Closed -$5.21M – 91
2024
Q1 		$5.21M Buy
265,034
+7,899
+3% +$129K 5.25% 1
2023
Q4 		$3.94M Buy
257,135
+33,122
+15% +$538K 4.34% 3
2023
Q3 		$3.95M Sell
224,013
-40,066
-15% -$663K 4.86% 3
2023
Q2 		$3.82M Buy
264,079
+1,809
+0.7% +$26.4K 4.2% 4
2023
Q1 		$3.78M Buy
262,270
+28,098
+12% +$453K 4.37% 5
2022
Q4 		$4.13M Sell
234,172
-32,651
-12% -$560K 4.49% 2
2022
Q3 		$3.78M Buy
266,823
+34,351
+15% +$482K 4.87% 2
2022
Q2 		$3.08M Sell
232,472
-44,149
-16% -$608K 3.57% 6
2022
Q1 		$3.51M Sell
276,621
-4,798
-2% -$58.3K 3.34% 7
2021
Q4 		$2.98M Buy
+281,419
New +$2.73M 2.67% 12

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Kraematon Investment Advisors's ERF Position: Q2 2024 in Review

Kraematon Investment Advisors sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 265,034 shares — an estimated $5.21M sold.

Kraematon Investment Advisors first reported a position in ERF in Q4 2021 and held it in 10 quarters. The position peaked at $5.21M in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Kraematon Investment Advisors reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Kraematon Investment Advisors sold 265,034 Enerplus Corporation shares in Q2 2024, an estimated $5.21M.
  • Kraematon Investment Advisors first reported a position in Enerplus Corporation in Q4 2021 and held it in 10 quarters.
  • Kraematon Investment Advisors's Enerplus Corporation position peaked at $5.21M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Kraematon Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.