Lido Advisors
ERF

Lido Advisors’s Enerplus Corporation ERF Stock Holding History

Lido 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
-25,000
Closed -$210K – 580
2019
Q1 		$210K Hold
25,000
– – 0.01% 482
2018
Q4 		$194K Hold
25,000
– – 0.02% 407
2018
Q3 		$308K Buy
+25,000
New +$314K 0.03% 332

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 $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

Lido Advisors's ERF Position: Q2 2019 in Review

Lido Advisors sold out of Enerplus Corporation (ERF) in Q2 2019, closing a stake of 25,000 shares — an estimated $210K sold.

Lido Advisors first reported a position in ERF in Q3 2018 and held it in 3 quarters. The position peaked at $308K in Q3 2018. 169 funds tracked by Wall St. Rank hold ERF as of Q2 2019.

  • Lido Advisors reported no remaining Enerplus Corporation position as of Q2 2019 after selling out during the quarter.
  • Lido Advisors sold 25,000 Enerplus Corporation shares in Q2 2019, an estimated $210K.
  • Lido Advisors first reported a position in Enerplus Corporation in Q3 2018 and held it in 3 quarters.
  • Lido Advisors's Enerplus Corporation position peaked at $308K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2019.

Based on Lido Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.