LFA
ERF

Legacy Financial Advisors’s Enerplus Corporation ERF Stock Holding History

Legacy Financial 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
Q1 		– Sell
-920
Closed -$7K – 1166
2018
Q4 		$7K Buy
920
+104
+13% +$1.01K ﹤0.01% 670
2018
Q3 		$10K Hold
816
– – ﹤0.01% 531
2018
Q2 		$11K Buy
+816
New +$9.8K ﹤0.01% 508

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legacy Financial Advisors's ERF Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Enerplus Corporation (ERF) in Q1 2019, closing a stake of 920 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in ERF in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 185 funds tracked by Wall St. Rank hold ERF as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Enerplus Corporation position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 920 Enerplus Corporation shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Enerplus Corporation in Q2 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Enerplus Corporation position peaked at $11K in Q2 2018.
  • 185 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.