LWA
ERF

Lenox Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

Lenox Wealth 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
-236
Closed -$2K – 597
2019
Q1 		$2K Buy
+236
New +$2.03K ﹤0.01% 551

Other funds holding ERF

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LBA
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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 $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Lenox Wealth Advisors's ERF Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Enerplus Corporation (ERF) in Q2 2019, closing a stake of 236 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ERF in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 169 funds tracked by Wall St. Rank hold ERF as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Enerplus Corporation position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 236 Enerplus Corporation shares in Q2 2019, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Enerplus Corporation in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Enerplus Corporation position peaked at $2K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.