Lehman Financial Resources’s Enerplus Corporation ERF Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-2,553	Closed	-$12K	–	374
2015 Q3	$12K	Sell	2,553 -177	-6%	-$1.12K	0.01%	293
2015 Q2	$23K	Hold	2,730	–	–	0.01%	245
2015 Q1	$28K	Sell	2,730 -353	-11%	-$3.5K	0.01%	216
2014 Q4	$30K	Sell	3,083 -235	-7%	-$3.17K	0.01%	192
2014 Q3	$63K	Hold	3,318	–	–	0.03%	121
2014 Q2	$83K	Buy	3,318 +22	+0.7%	+$487	0.04%	104
2014 Q1	$66K	Buy	3,296 +27	+0.8%	+$505	0.03%	117
2013 Q4	$59K	Buy	3,269 +30	+0.9%	+$524	0.04%	108
2013 Q3	$53K	Buy	3,239 +33	+1%	+$541	0.03%	110
2013 Q2	$47K	Buy	+3,206	New	+$46.3K	0.03%	107

Other funds holding ERF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Lehman Financial Resources's ERF Position: Q4 2015 in Review

Lehman Financial Resources sold out of Enerplus Corporation (ERF) in Q4 2015, closing a stake of 2,553 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in ERF in Q2 2013 and held it in 10 quarters. The position peaked at $83K in Q2 2014. 166 funds tracked by Wall St. Rank hold ERF as of Q4 2015.

Lehman Financial Resources reported no remaining Enerplus Corporation position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 2,553 Enerplus Corporation shares in Q4 2015, an estimated $12K.
Lehman Financial Resources first reported a position in Enerplus Corporation in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Enerplus Corporation position peaked at $83K in Q2 2014.
166 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.