LIA
ERF

LBMC Investment Advisors’s Enerplus Corporation ERF Stock Holding History

LBMC 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
2019
Q2 		– Sell
-14,491
Closed -$122K – 100
2019
Q1 		$122K Buy
+14,491
New +$125K 0.02% 96
2018
Q1 		– Sell
-15,037
Closed -$147K – 89
2017
Q4 		$147K Hold
15,037
– – 0.02% 87
2017
Q3 		$148K Buy
+15,037
New +$134K 0.03% 78

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LBMC Investment Advisors's ERF Position: Q2 2019 in Review

LBMC Investment Advisors sold out of Enerplus Corporation (ERF) in Q2 2019, closing a stake of 14,491 shares — an estimated $122K sold.

LBMC Investment Advisors first reported a position in ERF in Q3 2017 and held it in 3 quarters. The position peaked at $148K in Q3 2017. 169 funds tracked by Wall St. Rank hold ERF as of Q2 2019.

  • LBMC Investment Advisors reported no remaining Enerplus Corporation position as of Q2 2019 after selling out during the quarter.
  • LBMC Investment Advisors sold 14,491 Enerplus Corporation shares in Q2 2019, an estimated $122K.
  • LBMC Investment Advisors first reported a position in Enerplus Corporation in Q3 2017 and held it in 3 quarters.
  • LBMC Investment Advisors's Enerplus Corporation position peaked at $148K in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2019.

Based on LBMC Investment Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.